Estate Planning Webinar: Will vs. Trust
Jan
19
11:30 AM11:30

Estate Planning Webinar: Will vs. Trust

Join estate planning attorney John Roth for a live webinar on Thursday, January 19th, from 11:30am to 1:00pm (HST) for an introduction to estate planning, focusing on “What’s the difference between a Will vs. Trust?” Learn about how a will and/or trust can help plan for the future and the pros and cons of each. This webinar is open to all and is hosted by Tutu’s House.

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Will vs. Trust
May
12
11:30 AM11:30

Will vs. Trust

Join estate planning attorney John Roth for a live webinar on Thursday, May 12th, from 11:30am to 1:00pm (HST) for an introduction to estate planning, focusing on “What’s the difference between a Will vs. Trust?” Learn the basics of how estate planning can help you and your family plan for the unknown. Attorney John Roth will present live and answer your questions.

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Will vs. Trust Lunchtime Webinar
Sep
15
12:00 PM12:00

Will vs. Trust Lunchtime Webinar

Please join us for a live webinar with attorney John Roth on Will vs Trust. We will cover the differences between a will and a trust and the other documents included in basic estate planning, such as a will, disposition of remains, trust, durable power of attorney, advance health care directive, and HIPAA Release Form.

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Legacy 101: Estate Planning Basics
Jun
24
12:00 PM12:00

Legacy 101: Estate Planning Basics

Join us as the Hawai`i Community Foundation hosts a live lunchtime webinar forum on Zoom, on Thursday, June 24th, from 12 to 1pm (HST). Attorneys John Roth, of Hawaii Trust & Estate Counsel, and Judy Y. Lee, of Goodsill Anderson Quinn & Stiifel, LLC, will answer questions posed by participants and moderator Jen-L Lyman, ESQ, of Hawai`i Community Foundation. The topics will range from wills, to trusts, to healthcare directives and power of attorneys, as well as what happens when these estate planning documents are not in place.

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Will vs. Trust
Mar
12
5:30 PM17:30

Will vs. Trust

It's possible to use a will or a trust to say who you want to receive your property after your life, but each accomplishes different goals. Learn how trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or divorce, minimizing taxes, and reducing the chances of disputes following a person's death.

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Will vs. Trust
Jan
2
5:00 PM17:00

Will vs. Trust

It's possible to use a will or a trust to say who you want to receive your property after your life, but each accomplishes different goals. Learn how trusts can sometimes be used to accomplish additional goals, such as avoiding the probate process, protecting property in the event of a lawsuit or divorce, minimizing taxes, and reducing the chances of disputes following a person's death.

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Values Drive
Dec
5
to Dec 15

Values Drive

  • Google Calendar ICS

What do you Value? What inspires you to do good?  Often times, the values behind our actions are overlooked. Join the Values Drive to share your values with others and enter to win a $500 donation to the charity of your choice.

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Estate Planning for Families With Young Children
Jun
15
9:30 AM09:30

Estate Planning for Families With Young Children

  • Hawaii Community Federal Credit Union (map)
  • Google Calendar ICS

Estate Planning is a good idea for everyone, but even more important if you have minor children. Local estate planning attorney John Roth will explain how proactively planning with estate planning can make sure your children are taken care of, if something were to happen to you.

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Estate Planning 101
Jan
5
10:30 AM10:30

Estate Planning 101

Join us in Waimea at Tutu’s House on Saturday January 5th for a free presentation about Estate Planning. 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. 

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Values Drive
Dec
1
to Dec 14

Values Drive

  • Google Calendar ICS

What do you Value? What inspires you to do good?  Often times, the values behind our actions are overlooked. Join the Values Drive to share your values with others and enter to win a $500 donation to the charity of your choice by simply posting a photo that represents your values.

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Medicare 101 in Kona
Dec
1
9:30 AM09:30

Medicare 101 in Kona

  • Hawaii Community Federal Credit Union (map)
  • Google Calendar ICS

On Saturday, December 1st the Hawaii Community Federal Credit Union hosts a community education seminar on Medicare in Kona.  Attorney John Roth and Medicare Specialist Peter Amelotte will teach you the basics of what you should know about Medicare enrollment and Estate Planning

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Hawaii Trusts on Maui
Oct
11
5:30 PM17:30

Hawaii Trusts on Maui

From the education of Hawaiian children to the preservation of nature, trusts have shaped the history and landscape of life in Hawaii for the past 100 years.  Local estate planning attorney John Roth will explain how trusts can sometimes be used to accomplish additional goals...

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Medicare 101 in Hilo
Oct
6
9:30 AM09:30

Medicare 101 in Hilo

  • Imiloa Astronomy Center of Hawaii (map)
  • Google Calendar ICS

On Saturday, October 6th the Hawaii Community Federal Credit Union hosts a community education seminar on Medicare.  Attorney Kumu Belcher and Medicare Specialist Peter Amelotte will teach you the basics of what you should know about Medicare enrollment and Estate Planning

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Basic Estate Planning in Waimea
Sep
29
9:30 AM09:30

Basic Estate Planning in Waimea

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. 

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Estate Planning 101
Sep
5
6:00 PM18:00

Estate Planning 101

  • Hawaii Community Federal Credit Union (map)
  • Google Calendar ICS

Do your loved ones know if you want to be kept on life support? Who will get your things if you pass away? 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. 

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Basic Estate Planning 101
Jul
28
9:30 AM09:30

Basic Estate Planning 101

  • Kohala Intergenerational Center (map)
  • Google Calendar ICS

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. 

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Nonprofit Lunch & Learn
Apr
6
11:00 AM11:00

Nonprofit Lunch & Learn

On Friday April 6th we are providing a free Lunch & Learn for local nonprofit leaders.  Attorney John Roth will describe win-win strategies for local charities and their donors, including easy-to-understand planned giving opportunities that complement annual fundraising programs. As requested by participants last year, there will be a guided networking session as well. 

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Basic Estate Planning
Mar
14
5:30 PM17:30

Basic Estate Planning

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 your incapacity and carry out your wishes after your lifetime.  At this free presentation at the Wainaku Executive Center, in Hilo, attorney Kumu Belcher will go over the basic documents, what they do, and go over any questions you may have.

 

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