Nearly every family can benefit from some form of tax planning. Our goal in this area is to help our clients meet their estate planning objectives while making the most of any tax advantages available to them and their beneficiaries.
Attorney Scott Makuakane is eminently qualified to help you achieve both your estate planning and tax planning goals. He is past-chair of both the Probate & Estate Planning Section and the Estate & Gift Tax Committee of the Hawaii State Bar Association (HSBA).
As part of our estate planning process, we will help you understand how any of the following may apply to you:
- Capital gains
- Distribution or inheritance of IRA accounts
- Social Security income
- Interest-earning accounts
- Investment property
- Generation-skipping transfers
Then, we will combine our experience and mastery of tax law to design a plan to help you minimize future tax liability. In addition, if you are planning for retirement or are already retired, we can help you create and implement a distribution plan that can minimize the tax consequences for you and your family.
Contact us today to discuss your particular needs and goals. Our Honolulu tax planning attorneys welcome the opportunity to meet with you in person.