Dec 14 Dec 14 Where should you keep your estate planning documents? Alicia Kaneshiro More: Estate Planning
Dec 7 Dec 7 Year end is gift-giving time: Use the annual gift tax exclusion to the max Alicia Kaneshiro More: Estate Planning
Nov 30 Nov 30 Higher interest rates spark interest in charitable remainder trusts Alicia Kaneshiro More: Estate Planning
Nov 22 Nov 22 Naming a guardian is critical for parents of young children Olivia Kwong More: Estate Planning
Nov 16 Nov 16 Have you made and communicated your funeral arrangements? Olivia Kwong More: Estate Planning
Nov 9 Nov 9 Consider providing your beneficiaries with the power to remove a trustee Olivia Kwong More: Estate Planning
Nov 2 Nov 2 Two estate planning documents working in tandem: A living trust and a pour-over will Alicia Kaneshiro More: Estate Planning
Oct 26 Oct 26 Owning assets jointly with a child may not be the right estate planning strategy Alicia Kaneshiro More: Estate Planning
Oct 19 Oct 19 Keeping a trust a secret may not achieve the outcome you’d expect Alicia Kaneshiro More: Estate Planning
Oct 13 Oct 13 Payable-on-death accounts require careful coordination with your estate plan Alicia Kaneshiro More: Estate Planning
Oct 5 Oct 5 Are you considering moving to a new state to minimize estate tax? Alicia Kaneshiro More: Estate Planning
Sep 28 Sep 28 Reasons why naming a family member your executor might not be a good idea Alicia Kaneshiro More: Estate Planning
Sep 21 Sep 21 An art collection is a special asset to account for in an estate plan Alicia Kaneshiro More: Estate Planning
Sep 18 Sep 18 What are the pros and cons of custodial accounts for minors? Alicia Kaneshiro More: Estate Planning
Aug 31 Aug 31 Did your spouse’s estate make a portability election? If not, there may still be time Olivia Kwong More: Estate Planning
Aug 24 Aug 24 Life insurance can be a powerful estate planning tool for nontaxable estates Alicia Kaneshiro More: Estate Planning
Aug 7 Aug 7 Yes, you still need an estate plan even if you’re single, without children Olivia Kwong More: Estate Planning
Jul 27 Jul 27 How can an estate plan be kept vital after death? Alicia Kaneshiro More: Estate Planning