Makuakane Law

Est8Planning Counsel LLLC | Estate Planning & Administration
Sign Up Now for a Complimentary Workshop
Facebook
  • Home
  • About Us
    • Scott A. Makuakane
    • Gail “Kaila” Kawakami
  • Practice Areas
    • Asset Preservation
    • Business Succession
    • Charitable Planning
    • Elder Law
    • Estate Litigation
    • Estate Planning
    • Probate/Trust Administration
    • Special Needs Planning
    • Tax Planning
  • Resources
    • Educational Videos
    • Newsletters
  • Workshops
  • For Advisors
  • Blog
  • Contact Us: 808-587-8227

Posts Categorized: Financial Planning

Roth IRAs offer powerful planning opportunities

Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”

February 14, 2011 Current Affairs, Estate Planning, Financial Planning, Retirement Planning, Trusts & Estates

The Latest Long-Term Care Snafu

Long-Term Care planning can be both daunting and difficult. There are many traps for the unwary, but there are also some very good resources available to assist in the process of choosing the right approach.

January 28, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Retirement Planning, Supplemental Needs Planning

Coping with the high cost of higher education (part 2)

Here’s a great comment shared by a friend about coping with college expenses.

January 13, 2011 Current Affairs, Estate Planning, Financial Planning

Planning for the high cost of higher education

There is a lot of financial aid out there for college students. But it may come with tax implications.

Current Affairs, Estate Planning, Financial Planning

5 Ways to Make Healthcare Reform Work for Your Small Business

Controlling health care costs in a climate of dramatic change is a real challenge for small businesses. Here are some pointers on how to do that.

January 11, 2011 Current Affairs, Estate Planning, Financial Planning

Keeping PACE with Elder Care Costs

PACE is a little-known program that may offer promising alternatives for elder care.

January 5, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Special Needs Planning, Supplemental Needs Planning, Trustees, Trusts & Estates

Small Business Changes for 2011

The start of the new year ushers in a series of regulatory, compliance, and tax changes that could potentially affect your small business.

January 4, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning

So what’s in store for the economy in 2011?

From The Wall Street Journal (12/26/10) “The 2011 Economic Outlook – and What it Means for You”: anyone expecting those (tax) gifts from Washington to lift the cloud of uncertainty hanging over the U.S. economy will be disappointed. If anything, the outlook is hazier than ever.

January 3, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Retirement Planning

Portability: a Good Idea but Will it Last?

Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.

December 30, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trustees, Trusts & Estates

Congress Extends the IRA Charitable Rollover

An important piece of the new tax act is the extension of a great way to make charitable gifts through your IRA. The only catch is you have to be 70-1/2 or older to take advantage of it.

December 28, 2010 Asset Preservation, Charitable Giving, Current Affairs, Estate Planning, Estate Taxes, Financial Planning, Retirement Planning, Trusts & Estates


« ← Previous12345Next →»

Discover Asset Preservation Secrets and Strategies at an Upcoming Workshop

Categories

  • Advance Health-Care Directives (3)
  • Asset Preservation (73)
  • Books (2)
  • Business Planning (13)
  • Charitable Giving (18)
  • College Planning (1)
  • Coronavirus (2)
  • Current Affairs (125)
  • Elder Care (29)
  • Estate Administration (29)
  • Estate Litigation (18)
  • Estate Planning (183)
  • Estate Taxes (39)
  • Film (2)
  • Financial Planning (50)
  • Health (9)
  • Long-Term Care (8)
  • Medicaid Planning (16)
  • Religion (4)
  • Retirement Planning (27)
  • Same-Sex Couples (2)
  • Science (2)
  • Social Security (1)
  • Special Needs Planning (13)
  • Supplemental Needs Planning (12)
  • Travel (2)
  • Trustees (27)
  • Trusts & Estates (65)
  • Umarried Couples (2)
  • Uncategorized (6)
  • Veterans (1)
  • Web/Tech (4)
  • Weblogs (2)

Est8Planning Counsel LLLC
201 Merchant Street, Suite 1800 | Honolulu, Hawaii 96813
(808) 587-8227 office
DISCLAIMER