Category Archives: Estate Planning News

Maui residents who are planning their estates, or looking to make changes, will need to be aware of important changes to the federal gift and estate tax laws. Gift Tax Annual Exclusion. The gift tax “annual exclusion” is a threshold … Continue reading →

One of the most important and often overlooked aspects which Maui residents who plan their estates need to address, is ensuring that all of their documents are updated regularly. A review and update are particularly important whenever major changes in … Continue reading →

This is one of the most common (and important) questions Maui residents encounter in planning their estate.  Although a Will and a Trust are both used to pass property, there is a world of difference between the two. In its … Continue reading →

What Do I Need to Determine Before We Meet? by Dwight K. Muraoka, Maui Estate Planning Attorney This is another great question, and one which we encounter regularly when assisting Maui residents with their estate planning. It is always helpful … Continue reading →

On December 22, 2017, the law known as the 2017 Tax Cuts and Jobs Act, enacted by Congress as Public Law 115-97, made major changes to the federal gift and estate tax laws.  In this article, we discuss  some of … Continue reading →

      If you’re a Maui resident who will be planning your estate soon, what are some of the terms you’re likely to encounter, and generally what do they mean?  In this article, we’ll take a look at some of the … Continue reading →

Estate planning laws present great opportunities to benefit those who are important.  On the other hand, many if not most of the problems which arise, usually occur because those same opportunities are overlooked or ignored.   When that happens, the opportunities … Continue reading →