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Empowering Hawaiʻi Families & Securing Legacies Since 2017
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Unveiling the Corporate Transparency Act: What it Means for Your Trust
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
5 min read
22 views


Before You Agree to Be a Trustee, Read This!
Being requested by a loved one to act as Trustee for their Trust after their passing is indeed an honor, yet it carries a substantial...
3 min read
180 views


What to Know About Trusts & Taxes
People often come to me curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
6 min read
45 views


Can Trusts Cut Your Tax Bill?
Many people come to me curious (or confused) about trusts and taxes. So this article is going to sort it out and clarify things for you....
3 min read
36 views


Asset Protection for Your Child's Inheritance—Part 2
In the first part of this series, I discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here I explain the...
5 min read
41 views


Asset Protection for Your Child's Inheritance—Part 1
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so might be one of the motivating factors driving...
5 min read
49 views


Keep Your Child's Inheritance Safe with This
In this article, I am discussing the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT)....
5 min read
20 views


Will Your Family Benefit from an IRA Trust?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...
4 min read
56 views


Outdated Language in Your Trust Could Cost Your Spouse—Here’s How to Fix It in Hawaiʻi
If you created a living trust more than a few years ago, it’s time to dust it off and take a closer look — especially if you're married...
4 min read
39 views


Things to Look for at a Home Sale Closing
A home sale closing is the end of the process of buying a home. It is the point at which the seller gets paid and the buyer receives...
3 min read
9 views


What is a Trust?
Three parties to a trust A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to...
2 min read
30 views


Is Your Living Trust Giving You These Benefits?
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of...
4 min read
24 views


Being Rich Isn't One of the Reasons to Create a Trust
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...
3 min read
20 views


Will, Trust, Or Nothing At All: What Is Right For You?
If you have done estate planning, you will have a will or trust or both. If you have not, then when you become deceased you will have...
6 min read
181 views


Can You Leave Your House to Your Pet in Hawaii?
If you're a pet owner, the thought of what will happen to your pet when you're no longer able to care for it might have crossed your mind...
4 min read
30 views


Battle for Princess' Trust - 4 Tips for Choosing Trustee
The ensuing legal battle for control of Princess Abigail Kawananakoa’s $215 million trust is a lesson in the importance of choosing the...
2 min read
51 views

6 MAJOR MISTAKES HAWAII FAMILIES MAKE WHEN CHOOSING AN ESTATE PLANNING ATTORNEY
No time for mistakes. Save your family a lot of money, stress, and wasted time.
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