Estate Planning & Life Insurance 101

  • Aloha Insurance Services - Kona Office 75-5931 Walua Rd. Kailua-Kona, Hawaii 96740

Attorney John Roth and Insurance Specialist Rebecca Logan bring you the basics of estate planning and life insurance.  Learn the basics before you choose what's best for you. They will go over the basic documents (Will, Trust, Power of Attorney, etc.) and plans, as well as scenarios of different situations and values.

Aloha Insurance Services, in Kona, is hosting this presentation.  

Presenters

John Roth, Attorney & Founder of Hawaii Trust & Estate Counsel and Rebecca Logan, Insurance Specialist with Aloha Insurance team up to explain the basics of estate planning and life insurance. 

 

Topics Covered

  • The basic estate planning documents and what they do: Will, Trust, Power of Attorney, etc.
  • What's the best estate plan for me? 
  • The basics of life insurance
  • Should I get life insurance for my children and/or business?
  • Q & A

Reservations

Seating is limited.  Please RSVP with Rebecca at 334-4056 or rebecca@alohainsurance.com to reserve your seat.