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Estate Planing 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.

Local estate planning attorney John Roth will explain how proactively planning with estate planning can save your loved ones the headache of guessing what you would have wanted or not knowing where to start.

The best time to plan is when there is no need to do so. This program will include basic estate planning strategies to minimize disharmony within your family during, and after, your lifetime, illustrated with historical and fictional examples of trusts.

Join us for this free presentation in Kona on Saturday, March 16th, hosted by the Hawaii Community Federal Credit Union. 

Anyone is welcome to attend this event. Please call 334-3343 for more information.

*This presentation was changed from the topic of “Hawaii Trusts” to “Estate Planning 101”. Presentor John Roth is open to answering any questions attendees may have about these topics.

 
 


TOPICS COVERED

Learn the Process of Estate Planning:

  • What is Estate Planning?

  • How do the estate planning documents work?

  • In what situations are trusts useful?

  • Q & A

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: January 5
Estate Planning 101
Later Event: April 20
Will vs. Trust