Blog Digest

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.

Regularly reviewing your estate plan ensures it reflects your current wishes and life changes. From updating beneficiaries to adapting to Hawaii laws, keeping your plan current avoids legal disputes and protects your loved ones.

Estate planning is more than just protecting assets—it’s about securing your loved ones' future, especially when navigating the unique challenges faced by LGBTQIA+ individuals and couples.

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.