Problems with your estate plan may not become apparent until it is too late to fix them. Here are some common pitfalls: Estate planning is serious business, and you are… Read More »
Posts By Author: Scott Makuakane
Passing on the Family Business
Only about 25% of family businesses survive 15 years or more, and only about 25% of the “survivors” will survive the transition to the founders’ descendants. Many factors contribute to… Read More »
What is a Trust?
A trust is created when a person transfers “stuff” to a trustee, who will manage the stuff for the benefit of one or more beneficiaries. “Stuff” includes real property—such as… Read More »
Hiring a Caregiver is Tricky
You may be tempted to treat a caregiver as a “private contractor” in order to avoid the humbug of tax withholding and buying the right insurance policies. You would do… Read More »
Legacy of Aloha
Estate planning is the process of protecting that which is important and then passing those important things on to our loved ones and future generations. Many concepts that are central… Read More »
The Time to Plan is NOW
When I was in elementary school in the 1960’s, my family’s set of encyclopedias claimed that I could expect to live to the ripe old age of 70. That seemed… Read More »
Preparing for Death
If nothing else, recent events have brought us face to face with mortality. Although none of us knows when death will overtake us or a loved one, we know that… Read More »
Lessons from COVID-19: The #1 Legal Document Every Adult Needs to Have
Although the impacts of COVID-19 continue to leave Americans and the global community uncertain of the future, you don’t have to feel helpless. In fact, now is a great time… Read More »
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though… Read More »
Preparing for Death
If nothing else, recent events have brought us face to face with mortality. Although none of us knows when death will overtake us or a loved one, we know that… Read More »