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Read Hawaii Estate & Trust Fiduciary Services Newsletter September 2023.

Featured Item This Hour News - Monday, 9/25/2023
Make Sure Your Special Needs Estate and Trust Plan Doesn't Put Your Child at Risk

Most parents of children with special needs are well versed when it comes to the government benefits like Medicaid or Supplemental Security Income (SSI) that their child receives.
Next hourly featured item update scheduled at: 9/25/2023 - 2:03pm

News

Recent Hawaii estate and trust fiduciary services news that might interest you.
What is a Fiduciary?

We hear the word "fiduciary" used more and more. But what does it mean? The origin of the word comes from the Latin word "fidere," which means "to trust." Get the details and why it is important to know this word.
How to Prepare for Estate Planning

It is good to plan your estate planning at the beginning of the year and actually follow through with it while you can. Here are some tips.
Types of Probate are Available

It is good to understand the different types of probate that are available to know which one should be used for the death of your loved one.
How Is COVID-19 Affecting The Area Of Estate Planning

COVID-19 is affecting every area of our lives in a significant way. The pandemic is also spurring individuals and families to draft their estate planning documents or to review/amend already-existing document as they face the possibility of death from the novel COVID-19.
What is an Ancillary Probate

Generally, an ancillary probate is initiated after the primary probate has been opened. Upon the opening of a primary probate, the court will look into the validity of a will and names the executor/personal representative.
Tips & Resources

Great tips and resources on Hawaii estate and trust fiduciary services.
About Us

Learn about us and Hawaii trust and estate fiduciary services we offer.
What is a Payable on Death Account (POD)

A Payable on Death Account (POD) is an arrangement with your bank to designate a beneficiary on your bank account.
U.S. Trust v.s. Foreign Trust

When preparing a trust, it is a good idea to take note of the nationality and residential status of the person you wish to designate as a Trustee.
What is a trust

A trust is a document that allows a third party (called the trustee) to hold assets in a "box" called the trust on behalf of any beneficiaries.
What is a Transfer on Death Deed

A Transfer on Death Deed is a unique type of deed that can be prepared, during the owner's lifetime, to transfer title of a real estate to a designated beneficiary.
Probate and Ways to Avoid it

Probate is the legal court process by which a deceased person's estate is distributed to heirs. Probate goes through the court system and can take 1-3 years to complete and as such can be time-consuming, costly, and burdensome.