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Estate Planning 101

  • Hawaii Community Federal Credit Union 73-5611 Olowalu Street Kailua-Kona, HI, 96740 United States (map)

What will happen to your family and assets after your lifetime? Who will get your things? Who do you trust to make sure your estate is taken care of?  These are some of the questions to consider with Estate Planning. 

Attorney John Roth will go over the basics of Estate Planning at a free presentation in Kona on Wednesday, September 5th, hosted by the Hawaii Community Federal Credit Union. 

Priority seating is given to Hawaii Community Federal Credit Union members. Please call 334-3343 for more information.



TOPICS COVERED

Learn the Process of Estate Planning:

  • What is included in an Estate Plan? 
  • How long does it take?
  • How to prepare for an initial consultation?
  • When is it time to review/revise an existing estate plan?

What are the basic Estate Planning documents: 

  • Will
  • Trust (if needed)
  • Power of Attorney
  • Advance Health-care Directive
  • HIPPA Release
  • Disposition of Remains


Explore common hypothetical scenarios: The best estate plan is
customized to address each individual's concerns and goals.


YOUR PRESENTER

JOHN ROTH, ATTORNEY

John is the founder of Hawaii Trust & Estate Counsel, a statewide Hawaii estate planning law firm with offices in Waimea, Hilo, Kona, Maui 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....MORE



Earlier Event: July 28
Basic Estate Planning 101
Later Event: September 29
Basic Estate Planning in Waimea