by Ethan Okura | Dec 20, 2018 | Articles
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...
by Ethan Okura | Nov 8, 2018 | Articles
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,...
by Ethan Okura | Oct 14, 2018 | Articles, Trusts and Wills
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...
by Ethan Okura | Sep 21, 2018 | Articles, Estate Taxes and Gift Taxes, News, Trusts and Wills
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...
by Ethan Okura | Aug 10, 2018 | Articles, Wills
“UNDUE INFLUENCE” AND OTHER WILL PROBLEMS By: Ethan R. Okura In previous columns, I have addressed the subject of financial abuse of the elderly. This usually involves outright stealing or fraud. However, there is another form of financial abuse that is...
by Ethan Okura | Jul 13, 2018 | Articles, Trusts and Wills
An Ethical Will: The Importance of Passing Down Your Values, Not Just Your Assets By Ethan R. Okura Have you heard the proverb “Shirtsleeves to Shirtsleeves in Three Generations?” Or perhaps you’ve heard the saying as “Rags to Riches to Rags in Three...
