by michelle | Sep 9, 2013 | Estate Planning, Estate Taxes and Gift Taxes, Trusts and Wills
TAX IDENTIFICATION NUMBERS By Ethan R. Okura Back in June, I wrote an article on how Obamacare affects the income taxes that trusts pay. It’s a very complicated subject (taxes always seem to be, don’t they?) and my quick summary of how it works may have left you with...
by michelle | Aug 9, 2013 | Estate Planning
AGREEMENT OF SALE By Ethan R. Okura We all know that we had a recent real estate boom and bust cycle. From the early 2000s until around 2007 or 2008 the real estate market was going gangbusters. Prices were rising, and a lot of transactions were taking...
by michelle | Jul 12, 2013 | Estate Planning, Trusts and Wills
HOW TO TITLE REAL ESTATE: LLC, Revocable Trust, Personal Name? By Ethan R. Okura For many people—especially in Hawaii—real estate is the most valuable investment they own and the largest part of their estate. There is so much advice and mis-information floating...
by michelle | Jun 7, 2013 | Estate Planning, Estate Taxes and Gift Taxes, Trusts and Wills
HOW DOES INCOME TAX WORK WITH MY TRUST? By Ethan R. Okura Last month after writing my article on Medicaid planning techniques, we received a message from a concerned client who is worried about higher income tax rates, the new 3.8% Medicare (sometimes called...
by michelle | Apr 19, 2013 | Asset Protection
ASSET PROTECTION – Part 2 By Ethan R. Okura Last month, we started talking about asset protection. We discussed what it is, why it’s necessary to protect ourselves in our country, and how having multiple layers of defense is the best approach. ...