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Estate Planning Update 2019

By: Ethan R. Okura Hawai‘i Herald Columnist Happy New Year! The following is a 2019 update on important numbers used in estate planning and Medicaid planning in Hawai‘i. How much money and property can a person have at death without paying estate taxes? At the end of...

WRAPPING UP YOUR ESTATE PLAN

By: Ethan R. Okura Happy Holidays! This is the time of the year when we make an extra effort to be thankful for all that we have. We focus on the spirit of giving and we wrap up presents for our family and loved ones. This thought made me chuckle a little at a recent...

RETIREMENT SAVINGS AND NEW CONTRIBUTION LIMITS – An Overview to Help You Prepare for 2019

By: Ethan R. Okura There’s no question about it: Saving for retirement is not easy. There are quite a few types of retirement accounts. Each has its own rules and tax benefits, although, for the most part, they tend to be similar. The amounts you can contribute,...

The Role of the Successor Trustee: What Am I Supposed to Do Now?

The Role of the Successor Trustee: What Am I Supposed to Do Now? By Ethan R. Okura   We have often seen this scenario:  A parent, sibling, or dear friend has finally gotten around to doing their initial estate planning. You are so happy for them. And then you...

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...