808-593-8885

DANGERS OF JOINT TENANCY

Many Husbands and Wives own title to their home as “Tenants by the Entirety” or as “Joint Tenants with Rights of Survivorship.”  Often they’ve been told that it’s a cheap and easy way to avoid probate and are shocked to...

WHAT YOU NEED TO KNOW ABOUT GIFTING YOUR ASSETS

            Most of my clients have heard that you can give away $10,000 per year to any other person without consequences.  That’s not exactly correct.  Some have heard that you should consider...

2015 ESTATE PLANNING UPDATE

Here is a 2015 update on important numbers used in Estate Planning and Medicaid Planning in Hawaii. How much money and property can a person have at death without paying estate taxes? At the end of 2012, Congress passed a law making the exemption from estate taxes...

WHY YOU SHOULD INVEST IN REAL ESTATE

If you’ve been reading my articles, you may have noticed that I have written a few times on how you should own your real estate, what tenancy you should hold the property under, whether to use an LLC, the advantages of an irrevocable trust, and recently even...
SELF-DIRECTED IRAs:  INVEST YOUR RETIREMENT ACCOUNTS IN  REAL ESTATE, PRIVATE LOANS, AND OTHER NON-TRADITIONAL ASSETS  PART II

SELF-DIRECTED IRAs: INVEST YOUR RETIREMENT ACCOUNTS IN REAL ESTATE, PRIVATE LOANS, AND OTHER NON-TRADITIONAL ASSETS PART II

read...