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Estate Planning Insights – Wrapping Up Your Estate Plan

ESTATE PLANNING INSIGHTS By Ethan R. Okura Happy Holidays! This is the time of the year when we make an extra effort to be thankful for all that we have. We focus on the spirit of giving and we wrap up presents for our family and loved ones. This thought made me chuckle a little....
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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 – 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 – The Role of the Successor Trustee, Now What Am I...

ESTATE PLANNING INSIGHTS By Ethan R. Okura The following is an all too familiar scenario at our law firm: A parent, a sibling or a dear friend has finally gotten around to doing their initial estate planning. You are so happy for them. And then you find out that you have been named their “successor....
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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 – Controlling Your Assets From The Grave

Carroll D. Dortch Guest Columnist, Okura & Associates One of the best ways to protect the assets that you give to your children is by using a generation-skipping, transfer tax-exempt trust. These are often referred to...
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Summer Tax Savings

Having just enjoyed the 4th of July weekend just about a month ago, one thing is certain: Summer is here! I don’t know where all the time is going, but 2014 is flying by...
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Estate Planning

ESTATE PLANNING INSIGHTS By Ethan R. Okura Spring is in the air! So what does that mean? It means it’s time to do your spring cleaning — time to get rid of all the junk that you’ve accumulated over the past year, deep-clean the house and freshen it up. It also means that it’s time....
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Estate Planning Insights – Finding the Best Nursing Home in Hawaii For Yourself

ESTATE PLANNING INSIGHTS By Ethan R. Okura In last month’s column, I discussed the different types of nursing homes and long-term care facilities available in Hawai‘i. We covered ARCH, adult foster homes and nursing homes. Although we did not discuss them, there are also assisted living facilities, which are an important component of elder care.....

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