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.
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
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
