Basic Estate Planning 101
May
12
10:00 AM10:00

Basic Estate Planning 101

Simply put, estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of incapacity or death. Estate planning is not a one-size-fits-all proposition; each person and family has a different situation and goals. 

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Nonprofit Lunch & Learn
Apr
6
11:00 AM11:00

Nonprofit Lunch & Learn

On Friday April 6th we are providing a free Lunch & Learn for local nonprofit leaders.  Attorney John Roth will describe win-win strategies for local charities and their donors, including easy-to-understand planned giving opportunities that complement annual fundraising programs. As requested by participants last year, there will be a guided networking session as well. 

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Estate Planning 101
Mar
17
9:30 AM09:30

Estate Planning 101

  • pin Hide Map Hawaii Community Federal Credit Union (map)
  • Google Calendar ICS

Do your loved ones know if you want to be kept on life support? Who will get your things if you pass away? Who do you trust to make sure your estate is taken care of?  These are some of the questions to consider with Estate Planning. Attorney John Roth will go over the basics of Estate Planning at a free presentation in Kona on Saturday, March 17th, hosted by the Hawaii Community Federal Credit Union. 

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Basic Estate Planning
Mar
14
5:30 PM17:30

Basic Estate Planning

Estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of your incapacity and carry out your wishes after your lifetime.  At this free presentation at the Wainaku Executive Center, in Hilo, attorney Kumu Belcher will go over the basic documents, what they do, and go over any questions you may have.

 

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Hawaii Trusts
Feb
13
5:30 PM17:30

Hawaii Trusts

It’s possible to use a will or a trust to say who you want to receive your property after your death.  But wills accomplish little more than that limited goal.  Local estate planning attorney John Roth will explain how trusts can sometimes be used to accomplish additional goals...

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Will vs. Trust
Feb
7
4:00 PM16:00

Will vs. Trust

It's possible to use a will or a trust to say who you want to receive your property after your life, but each accomplishes different goals. Learn how trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or divorce, minimizing taxes, and reducing the chances of disputes following a person's death.

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Will vs. Trust
Jan
1
10:30 AM10:30

Will vs. Trust

It's possible to use a will or a trust to say who you want to receive your property after your life, but each accomplishes different goals. Learn how trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or divorce, minimizing taxes, and reducing the chances of disputes following a person's death.

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Values Drive
Dec
1
to Dec 14

Values Drive

What do you Value? What inspires you to do good?  Often times, the values behind your actions are overlooked. Join the Values Drive to share your values with others and win a $200 donation to the charity of your choice by simply posting a photo that represents your values.

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Estate Planning 101
Nov
18
9:30 AM09:30

Estate Planning 101

  • The Imiloa Astronomy Center of Hawaii (map)
  • Google Calendar ICS

As the old expression goes, "You can't take it with you."  This is where Estate Planning comes in.  People need a will or will substitute, and maybe a revocable living trust, if they want to control who inherits their property and how and when that inheritance...

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What is Probate?
Nov
1
4:00 PM16:00

What is Probate?

The word probate often sends a shiver down the spine.  It actually serves an important purpose of distributing a deceased person's assets, but is widely misunderstood.  Attorney John Roth will debunk the myths surrounding probate and explain what the probate process is in the State of Hawaii.

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Medicare & Estate Planning
Sep
6
10:00 AM10:00

Medicare & Estate Planning

  • Aloha Insurance Services - Kona Office (map)
  • Google Calendar ICS

On Wednesday, September 6th the Aloha Insurance Kona office hosts a two-part community education seminar on Medicare and Estate Planning.  There will be two opportunities to attend:  a morning session, from 10:00 AM to 11:30 AM, and afternoon session, from 1:00 PM to 2:30 PM. These seminars are free and open to the public.

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Basic Estate Planning Documents
Jul
14
5:00 PM17:00

Basic Estate Planning Documents

Estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of your incapacity and carry out your wishes after your lifetime.  John and Katherine will go over the basic documents, what they do, and go over any questions.

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Estate Planning for Pets
May
19
4:00 PM16:00

Estate Planning for Pets

Legally, pets are a person's property and should be considered, like the rest of your property, when thinking about making a Will or Trust.  For most pet owners, four-legged friends are much more than just property.  Join John at hBAR, inside Huggo's, to learn about how to plan for the care of your pets, after your lifetime. 

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Wainaku Wednesday
Mar
9
5:00 PM17:00

Wainaku Wednesday

Hawaii Trust & Estate Counsel is the featured business at the Wainaku Executive Center's Wainaku Wednesday, on March 9th.  This fun event happens every 2nd and 4th Wednesday of the month and includes free admission, live music, cocktails & pupu available for purchase, and beautiful views of Hilo Bay.

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