by michelle | Jul 12, 2013 | Articles, Trusts and Wills
HOW TO TITLE REAL ESTATE: LLC, Revocable Trust, Personal Name? By Ethan R. Okura For many people—especially in Hawaii—real estate is the most valuable investment they own and the largest part of their estate. There is so much advice and mis-information floating...
by michelle | Jun 7, 2013 | Articles, Estate Taxes and Gift Taxes, Trusts and Wills
HOW DOES INCOME TAX WORK WITH MY TRUST? By Ethan R. Okura Last month after writing my article on Medicaid planning techniques, we received a message from a concerned client who is worried about higher income tax rates, the new 3.8% Medicare (sometimes called...
by Ethan Okura | Mar 7, 2013 | Articles, Asset Protection
ASSET PROTECTION – Part 1 By Ethan R. Okura Today I want to talk about Asset Protection. What is Asset Protection? Asset Protection is creating and implementing a plan to protect your...
by Ethan Okura | Feb 8, 2013 | Articles, Estate Taxes and Gift Taxes
2013 ESTATE PLANNING UPDATE By Ethan R. Okura Here is a 2013 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? As I mentioned in last...
by Ethan Okura | Dec 17, 2012 | Articles, Asset Protection
NEW LAW: TENANTS BY THE ENTIRETY PROTECTION AVAILABLE IN TRUST By Ethan R. Okura Hawaii has a new law which allows married couples or reciprocal beneficiaries who hold real property as tenants by the entirety to transfer their real estate to revocable trusts...
by Sanford Okura | Jun 15, 2012 | Articles, Powers of Attorney and Health Care Directives
THE DURABLE POWER OF ATTORNEY – PART 2 Not all Powers of Attorney are of equal quality. You need a carefully written Power of Attorney which contains special wording for estate planning situations. A Power of Attorney does not give the...
