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Basic Estate Planning 101

  • Tutu's House 64-1032 Mamalahoa Hwy # 305 Kamuela, Hawaii 96743 (map)

“The majority of my job as an estate planning attorney, and the part I enjoy the most, is educating people about their options," says attorney John Roth.  

Simply put, estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of incapacity or death. Estate planning is not a one-size-fits-all proposition; each person and family has a different situation and goals.  In this presentation John will review the basic estate planning documents, which generally consist of the following: a will, revocable living trust (if needed), durable power of attorney and advance health care directive. 

Estate Planning is necessary because, as the old expression goes, “You can’t take it with
you.” People need a will or will substitute, such as 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; it’s part of your legacy. There are many misconceptions about estate planning.  Circumstances vary, however, and the perfect estate plan in one person’s situation can be a terrible plan for someone else.

Presenter

 

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

 

 

Topics Covered

  • What is an estate plan?
  • How do the different documents work?
  • What's the best estate plan for me?
  • Q & A

No Reservations Needed

Mahalo to Tutu's House for hosting this presentation.  For more information about this presentation call 334-3343.

Earlier Event: April 6
Nonprofit Lunch & Learn
Later Event: May 29
Will vs. Trust