Hawaii Estate and Trust Fiduciary Services News

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12/16/2024 - What is a Payable on Death Account (POD)
A Payable on Death Account (POD) is an arrangement with your bank to designate a beneficiary on your bank account.
12/9/2024 - Should I Disinherit a Child with Special Needs?
Inexperienced or incompetent estate planning attorneys have a bad habit of telling parents of children with special needs to simply write their child out of their estate plan altogether in order to ensure that the child will qualify for government benefits if the parents pass away.
12/2/2024 - What is an Elective Share in Hawaii
In Hawaii, a disinherited spouse has a right to claim a percentage of his/her deceased spouse's estate under the concept of Elective Share.
12/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter December 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
11/25/2024 - What are the main Ancillary Documents that are prepared with your Trust Document
When one prepares a trust, the trust designates which assets the settlor/grantor will give to which beneficiaries upon his/her death.
11/18/2024 - How Do You Fund Real Property Into A Trust
As the trust document is insufficient by itself without completing the funding process, it is important to remember to have your attorney complete the funding process of your assets into the trust.
11/11/2024 - Special Needs Estate and Trust - Three Essential Documents
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. If your child will not be able to support herself or live independently as an adult, you need to make special provision for her in your estate plan. Here are three must-have documents.
11/4/2024 - Intestate Succession in Hawaii
If you die without a will in Hawaii, your assets will go to your heirs under the intestate succession rules in Hawaii.
11/2/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter November 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
10/28/2024 - 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."
10/21/2024 - Probate and Ways to Avoid it
Probate is the legal court process by which a deceased person's estate is distributed to heirs. Probate goes through the court system and can take 1-3 years to complete and as such can be time-consuming, costly, and burdensome.
10/14/2024 - What is a trust
A trust is a document that allows a third party (called the trustee) to hold assets in a "box" called the trust on behalf of any beneficiaries.
10/7/2024 - What is a Transfer on Death Deed
A Transfer on Death Deed is a unique type of deed that can be prepared, during the owner's lifetime, to transfer title of a real estate to a designated beneficiary.
10/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter October 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
9/30/2024 - 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 important to plan for the unexpected and for your child to set up an estate plan that at least includes the following three crucial components.
9/23/2024 - 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.
9/16/2024 - 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.
9/9/2024 - 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.
9/3/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter September 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
9/2/2024 - Special Needs Estate and Trust Planning Beyond the Individualized Education Program (IEP) and Age 22
Caregivers who want to plan for the financial future of their adult dependent over the age of twenty-two who has special needs often have different issues to consider than caregivers of younger dependents.
8/26/2024 - 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.
8/19/2024 - Types of Probate are Available
It is good to understand the different types of probate that are available to know which one should be used for the death of your loved one.
8/12/2024 - What is an Affidavit for Collection of Personal Property
An Affidavit for Collection of Personal Property is a document that a successor in interest of a decedent can complete to gather the personal property of the decedent without going through the probate process.
8/5/2024 - Can a Foreign Will be probated
It is good to know that a foreign will can be admitted for probate in a U.S. court and therefore, a beneficiary of your choosing under the foreign will can succeed to your assets.
8/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter August 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
7/29/2024 - 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.
7/22/2024 - Getting Your Special Needs Estate and Trust Financial Strategy Done: Who Does What? What's the Process?
Don't have time to create a financial strategy for your family? Afraid of all the work involved? Do you simply not know where to begin? Here's what it takes to get it done.
7/15/2024 - U.S. Trust v.s. Foreign Trust
When preparing a trust, it is a good idea to take note of the nationality and residential status of the person you wish to designate as a Trustee.
7/8/2024 - Make Sure Your Special Needs Estate and Trust Plan Doesn't Put Your Child at Risk
Most parents of children with special needs are well versed when it comes to the government benefits like Medicaid or Supplemental Security Income (SSI) that their child receives.
7/1/2024 - What is a Pet Trust
Because all 50 states and the District of Columbia now have laws allowing Pet Trusts, it may be a good idea to consider preparing a Pet Trust for your pets in order to prepare for a time that you may die or become incapacitated.
7/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter July 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
6/24/2024 - How to Prepare for Estate Planning
It is good to plan your estate planning at the beginning of the year and actually follow through with it while you can. Here are some tips.
6/17/2024 - What is an Ancillary Probate
Generally, an ancillary probate is initiated after the primary probate has been opened. Upon the opening of a primary probate, the court will look into the validity of a will and names the executor/personal representative.
6/10/2024 - How Is COVID-19 Affecting The Area Of Estate Planning
COVID-19 is affecting every area of our lives in a significant way. The pandemic is also spurring individuals and families to draft their estate planning documents or to review/amend already-existing document as they face the possibility of death from the novel COVID-19.
6/3/2024 - What is a Payable on Death Account (POD)
A Payable on Death Account (POD) is an arrangement with your bank to designate a beneficiary on your bank account.
6/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter June 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
5/27/2024 - Should I Disinherit a Child with Special Needs?
Inexperienced or incompetent estate planning attorneys have a bad habit of telling parents of children with special needs to simply write their child out of their estate plan altogether in order to ensure that the child will qualify for government benefits if the parents pass away.
5/20/2024 - What is an Elective Share in Hawaii
In Hawaii, a disinherited spouse has a right to claim a percentage of his/her deceased spouse's estate under the concept of Elective Share.
5/13/2024 - What are the main Ancillary Documents that are prepared with your Trust Document
When one prepares a trust, the trust designates which assets the settlor/grantor will give to which beneficiaries upon his/her death.
5/6/2024 - How Do You Fund Real Property Into A Trust
As the trust document is insufficient by itself without completing the funding process, it is important to remember to have your attorney complete the funding process of your assets into the trust.
5/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter May 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
4/29/2024 - Special Needs Estate and Trust - Three Essential Documents
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. If your child will not be able to support herself or live independently as an adult, you need to make special provision for her in your estate plan. Here are three must-have documents.
4/22/2024 - Intestate Succession in Hawaii
If you die without a will in Hawaii, your assets will go to your heirs under the intestate succession rules in Hawaii.
4/15/2024 - 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."
4/8/2024 - Probate and Ways to Avoid it
Probate is the legal court process by which a deceased person's estate is distributed to heirs. Probate goes through the court system and can take 1-3 years to complete and as such can be time-consuming, costly, and burdensome.
4/1/2024 - What is a trust
A trust is a document that allows a third party (called the trustee) to hold assets in a "box" called the trust on behalf of any beneficiaries.
4/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter April 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
3/25/2024 - What is a Transfer on Death Deed
A Transfer on Death Deed is a unique type of deed that can be prepared, during the owner's lifetime, to transfer title of a real estate to a designated beneficiary.
3/18/2024 - 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 important to plan for the unexpected and for your child to set up an estate plan that at least includes the following three crucial components.
3/11/2024 - 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.
3/4/2024 - 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.
3/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter March 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
2/26/2024 - 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.
2/19/2024 - Special Needs Estate and Trust Planning Beyond the Individualized Education Program (IEP) and Age 22
Caregivers who want to plan for the financial future of their adult dependent over the age of twenty-two who has special needs often have different issues to consider than caregivers of younger dependents.
2/12/2024 - 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.
2/5/2024 - Types of Probate are Available
It is good to understand the different types of probate that are available to know which one should be used for the death of your loved one.
2/1/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter February 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
1/29/2024 - What is an Affidavit for Collection of Personal Property
An Affidavit for Collection of Personal Property is a document that a successor in interest of a decedent can complete to gather the personal property of the decedent without going through the probate process.
1/22/2024 - Can a Foreign Will be probated
It is good to know that a foreign will can be admitted for probate in a U.S. court and therefore, a beneficiary of your choosing under the foreign will can succeed to your assets.
1/15/2024 - 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.
1/8/2024 - Getting Your Special Needs Estate and Trust Financial Strategy Done: Who Does What? What's the Process?
Don't have time to create a financial strategy for your family? Afraid of all the work involved? Do you simply not know where to begin? Here's what it takes to get it done.
1/2/2024 - Hawaii Estate & Trust Fiduciary Services Newsletter January 2024
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
1/1/2024 - U.S. Trust v.s. Foreign Trust
When preparing a trust, it is a good idea to take note of the nationality and residential status of the person you wish to designate as a Trustee.
12/25/2023 - Make Sure Your Special Needs Estate and Trust Plan Doesn't Put Your Child at Risk
Most parents of children with special needs are well versed when it comes to the government benefits like Medicaid or Supplemental Security Income (SSI) that their child receives.
12/18/2023 - What is a Pet Trust
Because all 50 states and the District of Columbia now have laws allowing Pet Trusts, it may be a good idea to consider preparing a Pet Trust for your pets in order to prepare for a time that you may die or become incapacitated.
12/11/2023 - How to Prepare for Estate Planning
It is good to plan your estate planning at the beginning of the year and actually follow through with it while you can. Here are some tips.
12/4/2023 - What is an Ancillary Probate
Generally, an ancillary probate is initiated after the primary probate has been opened. Upon the opening of a primary probate, the court will look into the validity of a will and names the executor/personal representative.
12/1/2023 - Hawaii Estate & Trust Fiduciary Services Newsletter December 2023
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
11/27/2023 - How Is COVID-19 Affecting The Area Of Estate Planning
COVID-19 is affecting every area of our lives in a significant way. The pandemic is also spurring individuals and families to draft their estate planning documents or to review/amend already-existing document as they face the possibility of death from the novel COVID-19.
11/20/2023 - What is a Payable on Death Account (POD)
A Payable on Death Account (POD) is an arrangement with your bank to designate a beneficiary on your bank account.
11/13/2023 - Should I Disinherit a Child with Special Needs?
Inexperienced or incompetent estate planning attorneys have a bad habit of telling parents of children with special needs to simply write their child out of their estate plan altogether in order to ensure that the child will qualify for government benefits if the parents pass away.
11/6/2023 - What is an Elective Share in Hawaii
In Hawaii, a disinherited spouse has a right to claim a percentage of his/her deceased spouse's estate under the concept of Elective Share.
11/1/2023 - Hawaii Estate & Trust Fiduciary Services Newsletter November 2023
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
10/30/2023 - What are the main Ancillary Documents that are prepared with your Trust Document
When one prepares a trust, the trust designates which assets the settlor/grantor will give to which beneficiaries upon his/her death.
10/23/2023 - How Do You Fund Real Property Into A Trust
As the trust document is insufficient by itself without completing the funding process, it is important to remember to have your attorney complete the funding process of your assets into the trust.
10/16/2023 - Special Needs Estate and Trust - Three Essential Documents
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. If your child will not be able to support herself or live independently as an adult, you need to make special provision for her in your estate plan. Here are three must-have documents.
10/9/2023 - Intestate Succession in Hawaii
If you die without a will in Hawaii, your assets will go to your heirs under the intestate succession rules in Hawaii.
10/3/2023 - Hawaii Estate & Trust Fiduciary Services Newsletter October 2023
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
10/2/2023 - 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."
9/25/2023 - Probate and Ways to Avoid it
Probate is the legal court process by which a deceased person's estate is distributed to heirs. Probate goes through the court system and can take 1-3 years to complete and as such can be time-consuming, costly, and burdensome.
9/18/2023 - What is a trust
A trust is a document that allows a third party (called the trustee) to hold assets in a "box" called the trust on behalf of any beneficiaries.
9/11/2023 - What is a Transfer on Death Deed
A Transfer on Death Deed is a unique type of deed that can be prepared, during the owner's lifetime, to transfer title of a real estate to a designated beneficiary.
9/4/2023 - 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 important to plan for the unexpected and for your child to set up an estate plan that at least includes the following three crucial components.
9/1/2023 - Hawaii Estate & Trust Fiduciary Services Newsletter September 2023
Here is the latest Hawaii estate and trust fiduciary service news and information we think will interest you.
8/28/2023 - 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.
8/21/2023 - 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.
8/14/2023 - Special Needs Estate and Trust Planning Beyond the Individualized Education Program (IEP) and Age 22
Caregivers who want to plan for the financial future of their adult dependent over the age of twenty-two who has special needs often have different issues to consider than caregivers of younger dependents.
8/14/2023 - 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.
8/7/2023 - 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.

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