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Thoughtful estate planning guidance for Hawaiʻi families

What Happens to Your IRA or 401(k) When You Pass Away? (What Hawaiʻi Families Need to Know)

For many families in Honolulu and across Hawaiʻi, retirement accounts like IRAs and 401(k)s make up a significant portion — sometimes the largest portion — of their overall wealth. Yet, these accounts are often misunderstood when it comes to estate planning. Unlike most assets, retirement accounts don’t simply transfer to your loved ones tax-free. Instead, they come with a unique set of rules that can dramatically impact how much your family actually receives. Without proper

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6 Major Mistakes Hawaiʻi Families Make

Before you choose an estate planning attorney, understand the common missteps that can quietly affect families — and how to approach planning with clarity and confidence.

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