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Aretha Franklin: Following in Prince’s Footsteps to Pay Millions in Death Taxes

Aretha Franklin: Following in Prince’s Footsteps to Pay Millions in Death Taxes By Ethan R. Okura   A little over two years ago I wrote about Prince, the music recording legend, and how he passed away without a will. I detailed some of the problems that his...

Estate Planning Update 2018

ESTATE PLANNING UPDATE FOR 2018 By: Ethan R. Okura   Happy New Year! The following is the 2018 update of important numbers used in estate planning and Medicaid planning in Hawai‘i. How much money and property can a person have at the time of death without paying...

’TIS THE SEASON OF GIVING

’TIS THE SEASON OF GIVING By Ethan R. Okura and Carroll D. Dortch   From the American tradition of a big Thanksgiving feast to the various religious celebrations at this time of year, gifts and sharing with others are what make this holiday season so special....

Everything You Need To Know About The New Proposed Tax Changes

Everything You Need To Know About The New Proposed Tax Changes By Ethan R. Okura & Carroll Dortch   On November 2, 2017, the Tax Cuts and Jobs Act was released. It is a Republican-sponsored bill from the House of Representatives that is intended to simplify...

(ALMOST) EVERYTHING YOU NEED TO KNOW ABOUT CHARITABLE TAX DEDUCTIONS

Last year at this time I wrote an article about tax deadlines and the penalties for not filing or not paying on time.  This year I want to talk in detail about one of our most innovative and useful strategies that can help clients to save on their taxes. This strategy...