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
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.