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Estate Planning Insights – AHCD. POLST. HIPAA. – What You Need to Know

ESTATE PLANNING INSIGHTS By Ethan R. Okura One of the most important things you should do as you work on your estate planning is to authorize someone to make decisions on your behalf should you become incapacitated and can no longer make your own decisions. The person you authorize is called your agent. You can....
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Estate Planning Insights – Tax Filings, Payments, and Other Considerations

ESTATE PLANNING INSIGHTS By Ethan R. Okura The Hawai‘i state Legislature recently passed two bills that will affect our elderly population and their health care. One was Senate Bill 534, the Kupuna Caregivers Act; the other was House Bill 1396, Relating to Community Care Foster Family Homes. Gov. David Ige signed both bills into law.....
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Estate Planning Insights – Must I Pay for My Parent’s Nursing Home Bills?

ESTATE PLANNING INSIGHTS By Ethan R. Okura One of the questions most frequently asked of us is: “Will I be responsible to pay for my mother’s (or father’s) nursing home expenses?” This can be a scary thought for a working woman who cannot provide physical care for her aging parent and who is looking at....
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Estate Planning Insights – Hawaii Real Property Tax Exemptions

ESTATE PLANNING BY Carroll D. Dortch Carroll (Cary) D. Dortch received his doctor of jurisprudence degree from the University of New Hampshire School of Law. Did you know that there are some exemptions that you can employ to save on your property taxes in Hawai‘i? One of the most commonly used exemptions is the real....
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Estate Planning Insights – Is Medicaid Going Away?

ESTATE PLANNING INSIGHTS By Ethan R. Okura There have been many political changes in the federal government over the past year. With a Republican president in office and a Republican majority in the Congress, some people are concerned about possibly losing the expanded health care benefits that were provided for in the Affordable Care Act,....
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Estate Planning Insights – The Proposed Federal Tax Changes

ESTATE PLANNING INSIGHTS By Ethan R. Okura and Carroll Dortch On Nov. 2, the proposed Tax Cuts and Jobs Act of 2017 was released to the public. The Republican-sponsored bill introduced by the U.S. House of Representatives is intended to simplify America’s tax code. It offers many changes, which we will review in this column.....
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Estate Planning – How to Apply for Long-term Care Medicaid

ESTATE PLANNING INSIGHTS By Ethan R. Okura In last month’s column, I focused on the history of Medicaid and discussed some of the difficulties that arise when dealing with Medicaid’s many laws, rules and policies. I also told you about some of the problems that people have encountered when applying for Medicaid on their own....
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‘Tis the Season of Giving

ESTATE PLANNING INSIGHTS By Ethan R. Okura and Carroll Dortch From the American tradition of a big Thanksgiving feast to the various religious celebrations at this time of year, gifts and sharing with others are what make this holiday season so special. Unfortunately, many people are not aware that there can be unintended negative consequences....
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Estate Planning Update for 2018

ESTATE PLANNING INSIGHTS By Ethan R. Okura Happy New Year! The following is the 2018 update of important numbers used in estate planning and Medicaid planning in Hawai‘i. How much money and property can a person have at the time of death without paying estate taxes? At the end of 2017, Congress passed a new....
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Estate Planning Insights – Inside the Tax Cuts and Jobs Act

ESTATE PLANNING INSIGHTS By Ethan R. Okura In last November’s column, I wrote about the then-proposed federal Tax Cuts and Jobs Act. There were quite a few changes in the proposed legislation, which left many people in a state of confusion as the bill went through several revisions before finally being passed into law. Many....

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