BLOG

Many families focus on building  wealth, but far fewer think about keeping  it. Studies show that most families lose their wealth by the second generation — and nearly 90% lose it by the third. This isn’t because parents don’t care. It’s because key pieces of planning are missing. In Honolulu and across Hawaiʻi, where family ties are strong and property often carries deep emotional and cultural value, preserving wealth for future generations requires more than financial succe

Many couples in Hawaiʻi share homes, finances, and a lifetime of memories without ever marrying. But under Hawaiʻi law, those relationships aren’t automatically recognized. If something happens to you, your partner could lose access to your home, savings, or even the right to make medical decisions on your behalf. Through my Life & Legacy Planning®  process, I help Honolulu couples ensure their wishes are honored and their partners are legally protected — no matter what life

From October 20–26, 2025, families across Hawaiʻi will join others nationwide in recognizing Estate Planning Awareness Week — a reminder that the most loving thing you can do for your ʻohana is to plan ahead. While many think of “estate planning” as piles of legal documents, it’s far more than that. True planning isn’t just about wills or trusts — it’s about protecting your loved ones, passing down your values, and ensuring your family can navigate life’s hardest moments with