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3449 Akala Dr., Kihei, HI 96753

P.O. Box 3464 Incline Village, NV 89450

The Federal Estate Tax Law has changed

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If you have an AB living trust find out why it should be amendment to save money: 1.  The law used to say you could give away $600,000 without Federal Estate Taxes. 2.  That’s why you have an “AB” trust so you could double that amount by preserving the “credit” of the first spouse to […]

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Will your Trustee want the job?

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If you have a trustworthy, unbiased, knowledgeable and experienced family member you have chosen as your trustee you are one of the lucky ones.  This is rare.  Congratulations!  But consider this:  Will your trustee want the job? Your trustee must perform all of the following duties or beneficiaries may SUE: *obtain, control and safeguard the […]

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Get rid of your Safe Deposit Box

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The conventional wisdom is to put your loved ones on the safe deposit box or title the box in the name of your living trust. The problem is, when you die your loved one goes to the bank and says, “My mother died and I have to get into the box!” That’s when everything stops […]

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Make it easy for your family

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We’re finding the number one reason for the living trust is so that your loved ones don’t have to deal with courts and attorneys. If you don’t have a living trust, chances are your loved ones will have to go through the court procedure called “Probate.” Sure, probate is costly and time-consuming and a violation […]

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Avoid Probate

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Where there is a will, there is a probate!  One way to avoid probate is to use a revocable living trust.  If a person dies, leaving just a will, it will have to go through a formal court proceeding called probate.  Probate takes time and costs money, but the biggest problem is that your loved […]

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Updating your documents

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Estate planning is an ongoing process because financial situations change, people come and go out of our lives and  laws can change.  Reviewing your documents and any changes in assets is important.  Cars and properties must be titled in the trust, or else these things will go to probate.  Do you know about HIPAA?  The […]

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You may need to update your Living Trust

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1) Have your circumstances changed?  2) Have you made the necessary changes required by the HIPAA privacy statute?  3) Have you considered adding provisions to make your living trust better?  Comment on this blog for more information!

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Trust vs. Will

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Why is the living trust replacing the will?  Our clients usually choose the living trust over the will: 1) to avoide probate; 2) to avoid guardianship; 3) to avoid joint ownership; and 4) to avoid estate taxes. 1) Probate:  “When there’s a will, there’s a probate.  The living trust avoids probate.”  A will is designed to […]

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Living Trust Q&A

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What control do I have over my assets in the Trust? As the Trustor, person who created the trust, you have total control over your assets.  Now when you add things to the trust or sell property you will sign as trustee. Is the Living Trust valid in all fifty states and what if I move? […]

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