• 8/1/2022 - Grandparents: Estate and Trust Tips for Planning for Your Grandchildren with Special Needs
    Grandparents want the best for their grandchildren and often give gifts while alive, or make provisions for their loved ones for after they are deceased. Here is a brief summary of some Do's and Don'ts when planning for your loved one with special needs.
  • 8/2/2022 - Hawaii Estate & Trust Fiduciary Services Newsletter August 2022
    Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
  • 8/8/2022 - Impact of a Newly-Elected President on Estate Planning
    It may be good to consider any changes that may take place under the new presidential rule and talk to professionals to consider gifting, etc. that may help reduce your estate tax obligations.
  • 8/15/2022 - Take These Three Special Needs Trust and Estate Steps When Your Child Turns 18
    If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child reaches the age of 18 because then the state considers your child to be an adult with the legal right to govern his or her own life. It is important to plan for the unexpected and for your child to set up an estate plan that at least includes the following three crucial components.
  • 8/22/2022 - 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.
  • 8/29/2022 - 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.


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