Join estate planning attorney John Roth for a live webinar on Wednesday, July 14th, from 12:00pm to 1:00pm (HST) on Basic Estate Planning. Learn about how a will, trust, or advance healthcare directive can help plan for the future. Hawaii Community Federal Credit Union is hosting this event on Zoom. There is no cost to attend this webinar.
“The majority of my job as an estate planning attorney, and the part I enjoy the most, is educating people about their options," - 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.
Topics Covered
What is an estate plan?
How do the different documents work?
Will
Trust
Power of Attorney
Advance Healthcare Directive (Living Will)
Disposition of Remains
HIPAA Release Form
What's the best estate plan for me?
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. He earned his law degree in 2007 from the William S. Richardson School of Law and has been practicing estate planning for over ten years…MORE ABOUT JOHN
Live on Zoom
Mahalo to the Hawaii Community Federal Credit Union for hosting this presentation live on Zoom. Register here. For more information about this presentation call 334-3343.
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
