808-593-8885

WHAT YOU NEED TO KNOW ABOUT GIFTING YOUR ASSETS

            Most of my clients have heard that you can give away $10,000 per year to any other person without consequences.  That’s not exactly correct.  Some have heard that you should consider...

2015 ESTATE PLANNING UPDATE

Here is a 2015 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? At the end of 2012, Congress passed a law making the exemption from estate taxes...
Tax Filings, Payments & Other Considerations (April 2014)

Tax Filings, Payments & Other Considerations (April 2014)

“’Tis impossible to be sure of anything but Death and Taxes.” – Christopher Bullock (Cobbler of Preston) Last month I addressed the serious topic of Death and the disposition of your remains.  On an only slightly brighter note, this month’s article is focused on...
2014 Estate Planning Update (February 2014)

2014 Estate Planning Update (February 2014)

Here is a 2014 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? A little over one year ago, Congress passed a law  making the exemption from...

Tax Identification Numbers (September 2013)

TAX IDENTIFICATION NUMBERS By Ethan R. Okura Back in June, I wrote an article on how Obamacare affects the income taxes that trusts pay.  It’s a very complicated subject (taxes always seem to be, don’t they?) and my quick summary of how it works may have left you with...

How Does Income Tax Work With My Trust? (June 2013)

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...