Estate Planning 101

Thursday, June 27, 2024
11:30 am - 1:00 am

Kaloko Branch, Training Room
73-5611 Olowalu St., Kailua Kona, HI 96740

Your Presenter

John Roth
Hawaii Trust & Estate Counsel

Brought to you by 
Hawaii Trust & Estate Counsel logo

Join estate planning attorney John Roth for an in-person seminar on Estate Planning 101. Learn about how a will, trust, or advance healthcare directive can help plan for the future. 

Simply put, estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of incapacity or death. In this presentation John will review the basic estate planning documents, which generally include: a will, revocable living trust (if needed), durable power of attorney and advance health care directive. The best estate plan is what an informed person decides after understanding all of their options. Estate planning is not “one-size-fits-all”; everyone has a different story and hopes for the future.

Topics Covered:

  • What is an estate plan?
  • How do the different documents work (Will, Trust, Power of Attorney, Advance Healthcare Directive - Living Will, Disposition of Remains, HIPAA Release Form)
  • What's the best estate plan for me?
  • Q & A

Estate Planning is necessary because, as the old expression goes, “You can’t take it with you.” People need a will or will substitute, such as a revocable living trust, if they want to control who inherits their property and how and when that inheritance is received, to minimize administration costs, and to avoid unnecessary taxes. A well-planned estate is a gift to your loved ones; it’s part of your legacy. There are many misconceptions about estate planning.  Circumstances vary, however, and the perfect estate plan in one person’s situation can be a terrible plan for someone else.

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