808-593-8885
FIDUCIARIES IN YOUR ESTATE PLANNING DOCUMENTS

FIDUCIARIES IN YOUR ESTATE PLANNING DOCUMENTS

When you sign an estate planning document such as a revocable living trust or a will, you appoint someone to handle your assets for you. The person you choose to handle things for you is called a “fiduciary.” A “fiduciary” is in a position of great trust and...
HOW TO AVOID PROBATE

HOW TO AVOID PROBATE

HOW TO AVOID PROBATE by Ethan Okura | Apr 12, 2021 | 0 comments In 2020, there was an increase in the United States death rate of 15.9%. COVID-19 related deaths amounted to over 375,000, which accounts for most of that increase (11.3%). With all these extra deaths,...
WHAT IS AN A-B TRUST?

WHAT IS AN A-B TRUST?

For most couples who do not have trusts, if one dies, everything goes to the spouse. If a married couple will have more than $5.49 million of assets (including life insurance death benefits), then having everything go to the spouse could cause an estate tax problem....
THE REVOCABLE LIVING TRUST TRAP

THE REVOCABLE LIVING TRUST TRAP

Although a Revocable Living Trust is good for avoiding probate (and for married couples, an A-B Trust can reduce or eliminate estate taxes), it cannot protect your home from nursing home costs. Some years back, the State of Hawaii passed a Medicaid rule: If your home...
UNDERSTANDING REVOCABLE LIVING TRUSTS

UNDERSTANDING REVOCABLE LIVING TRUSTS

Last month we shared information on funding your Revocable Living Trust.  This month we decided to go back to the very beginning and explain what a Revocable Trust is and how they started in the first place. What is a Revocable Living Trust?  Trusts began in...