Call Us at 808-733-7899

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
 
 
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow