John demystifies the core documents of estate planning: the Will and Trust. Learn how a Will or Trust could be better for certain situations.
The second opportunity to attend as John demystifies the core documents of estate planning: the Will and Trust. Learn how a Will or Trust could be better for certain situations.
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.
This is the second opportunity to learn the basics of estate planning and life insurance from Attorney John Roth and Insurance Specialist Rebecca Logan bring you. Learn the basics before you choose what's best for you.
On Friday April 7th we are providing a free "Lunch & Learn" for local nonprofit leaders. We're bringing in Lani Starkey, a nationally respected philanthropic planning expert, to share his insights on fundraising.
When people talk about a "trust" they are most likely talking about the most basic kind, a the revocable living trust. The following are the five most common scenarios when you may benefit from using a trust...
Often times, the values behind your actions are overlooked. It’s time to SHARE YOUR VALUES with others. To celebrate your values, Hawaii Trust & Estate Counsel is sponsoring a Values Drive. Win a $300 donation to the cause of your choice by simply posting on our Facebook page.
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...
Learn about the care and legal options for planning for a loved-one's or your own incapacity. John and Karyn present on Saturday, October 22, from 10:00am - 12:00pm, in Kailua-Kona.
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.
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.
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.