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Small Estates

            When a person dies with $100,000 or less in assets, there are simple ways to settle the estate. One way is to use an Affidavit for Collection of Personal Property. Another way is to have the clerk of the circuit court open a Small Estate proceeding. ...

Notice of Public Hearing and DHS Proposed Rule Change

The following is a copy of the Notice of Public Hearing on the proposed changes to Hawaii’s Medicaid rules found in Hawaii Administrative Rules.  The public hearing is scheduled for July 28, 2009.  Many of the proposed changes are required by the...

Be Careful When You Give Assets Away

Whenever you give away assets, there are laws in three different areas to consider: 1) gift taxes; 2) Medicaid rules for nursing home costs; and 3) capital gains taxes. Many people think you can give only $10,000 tax-free to each individual.  Actually, the amount is...

Asset Protection in Uncertain Times Part Two: Beyond FDIC Insurance

The economic news continues to get worse and worse.  First, here is a brief summary of some of the advice I offered in last month’s Estate Planning Insights.  Make sure that your savings accounts, checking accounts and certificates of deposit are in...

Asset Protection in Uncertain Times: FDIC Insurance

Nearly every day now, newspapers and televisions are blasting us with information about how bad the economy is. We are in the worst economic crisis since the great depression of the 1930’s. In the midst of this financial crisis, what can you do to protect your...

Our Clients

Our Clients Here is what our clients say about us: Probate Department [quote|tags=probate] Honolulu Office [quote|tags=honolulu] Hilo Office [quote|tags=hilo] Kailua-Kona [quote|tags=kona] Maui...