Will vs. Trust
Jun
28
4:00 pm16:00

Will vs. Trust

  • Tutu's House

John demystifies the core documents of estate planning: the Will and Trust.  Learn how a Will or Trust could be better for certain situations. 

Will vs. Trust
Jul
1
10:00 am10:00

Will vs. Trust

  • Tutu's House

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. 


What you should know about Estate Planning
May
11
5:00 pm17:00

What you should know about Estate Planning

  • Wainaku Executive Center

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.

 

Estate Planning & Life Insurance 101
Apr
27
8:30 am08:30

Estate Planning & Life Insurance 101

  • Aloha Insurance Services - Kona Office

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.

Nonprofit Lunch & Learn
Apr
7
11:00 am11:00

Nonprofit Lunch & Learn

  • Anna Ranch

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. 

Why use a Trust?
Jan
11
4:00 pm16:00

Why use a Trust?

  • Tutu's House

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...

Values Drive
Dec
1
Dec 15

Values Drive

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.

Hawaii Trusts
Nov
15
5:30 pm17:30

Hawaii Trusts

  • Kailua-Kona Public Library

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...

Proactive Planning for Incapacity
Oct
22
10:00 am10:00

Proactive Planning for Incapacity

  • West hawaii Civic Center

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. 

Basic Estate Planning Documents
Jul
14
5:00 pm17:00

Basic Estate Planning Documents

  • Tutu's House

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.

Estate Planning for Pets
May
19
4:00 pm16:00

Estate Planning for Pets

  • Huggo's

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. 

Wainaku Wednesday
Mar
9
5:00 pm17:00

Wainaku Wednesday

  • Wainaku Executive Center

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.