• Hawaii Estate & Trust Fiduciary Services Newsletter February 2022

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Here is the latest Hawaii Estate and Trust Fiduciary service news and information we think will interest you.

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FEATURED HAWAII ESTATE AND TRUST FIDUCIARY SERVICE NEWS
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What is a Fiduciary?




We hear the word "fiduciary" used more and more. But what does it mean? The origin of the word comes from the Latin word "fidere," which means "to trust." Get the details and why it is important to know this word. More...

What are Forms P64-A and P64-B in Hawaii




As Hawaii has unique rules and forms unlike those mandated in Mainland U.S.A., it is good to be aware of them. More...

Top 10 Estate and Trust Mistakes Caregivers of Dependents with Special Needs May Make When Planning




Great tips to help you avoid common mistakes when it come to special neeeds estate and trust planning. More...

How do you obtain an EIN number for an Estate




It is good to know that an EIN number does not only serve business entities, but also plays an important role when administering an estate or trust. More...

Grandparents: Estate and Trust Tips for Planning for Your Grandchildren with Special Needs




Grandparents want the best for their grandchildren and often give gifts while alive, or make provisions for their loved ones for after they are deceased. Here is a brief summary of some Do's and Don'ts when planning for your loved one with special needs. More...

Impact of a Newly-Elected President on Estate Planning




It may be good to consider any changes that may take place under the new presidential rule and talk to professionals to consider gifting, etc. that may help reduce your estate tax obligations. More...

Take These Three Special Needs Trust and Estate Steps When Your Child Turns 18




If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child reaches the age of 18 because then the state considers your child to be an adult with the legal right to govern his or her own life. It is mportant to plan for the unexpected and for your child to set up an estate plan that at least includes the following three crucial components. More...

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