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Estate Planning 101

  • Kohala Intergenerational Center 54-3853 Akoni Pule Highway Kapaau, HI, 96755 United States (map)

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 is received, to minimize administration costs, and to avoid unnecessary taxes.  A well-planned estate is a gift to your loved ones and provides you peace of mind. It is part of your legacy.

Everyone has a different story and should have a unique estate plan.  At this seminar you will learn:

  • The process of Estate Planning
  • What a plan looks like (the documents)
  • Scenarios where Estate Planning is useful

 

BASIC ESTATE PLANNING DOCUMENTS

A comprehensive estate plan includes at least 5 of these documents. 

A comprehensive estate plan includes at least 5 of these documents. 

 

Reservations

Mahalo to Hawaii Community Federal Credit Union for hosting this presentation.  To reserve your seat or for information about this presentation call 930-7700 or email marketing@hicommfcu.com

John Roth Attorney Presentation Free Estate Planning

Presenter: John Roth, Attorney & MBA

Presenter: John Roth, Attorney & MBA

John Roth is the founder of Hawaii Trust & Estate Counsel, a statewide estate planning law firm with offices in Waimea, Hilo, Kona, and Honolulu. He has taught Estate Planning at the Richardson School of Law, and business law courses at the University of Hawaii—Hilo. He has resided in North Hawaii since 2008.

Learn more about John and the other attorneys at Hawaii Trust & Estate Counsel. 


Earlier Event: June 28
What is Probate?
Later Event: September 6
Medicare & Estate Planning