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Estate Planning 101

  • The Imiloa Astronomy Center of Hawaii 600 Imiloa Place Hilo, HI, 96720 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. 


Presenter: W. Kumu Belcher

 

Presenter: W. Kumu Belcher, Attorney 

Presenter: W. Kumu Belcher, Attorney 

Kumu was born and raised in Hilo, where he graduated from Hilo High School and the University of Hawai`i–Hilo, with a degree in cell and molecular biology.  Prior to entering law school, he served as an East Hawaii Ocean Safety Officer and worked in special education at Hilo High School.  He received his law degree from the William S. Richardson School of Law at the University of Hawai`i–Manoa in 2013, where he was a member of the Environmental Law Society.  Learn more about Kumu and the other attorneys of Hawaii Trust & Estate Counsel by clicking here. 


Reservations

This presentation is limited to Hawaii Community Federal Credit Union members only.  Seating is limited and an RSVP is required.

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


Earlier Event: November 4
What is Probate?