Julie Suen, Esq., Principal Attorney, Infinity Estate Law LLLC, talks about Estate Planning and alternative options to Wills (Probate) and Trusts, and the importance of taking an inventory of assets and determining what you have and how your assets are going to be distributed upon your death, in addition to having an Advanced Healthcare Directive and a Power of Attorney.
KupunaWiki Radio Show Episode 23-0218 | Geoff Sogi, Tamashiro Sogi & Bonner, a Law Corporation
Geoff J. Sogi, Esq., President and Managing Attorney at Tamashiro Sogi & Bonner, A Law Corporation, discusses the services they offer such as general estate, Medicaid, and special needs planning, trust and estate administration, and court proceedings, such as conservatorships, guardianships, and probates as well as trust and estate litigation, complex civil and construction litigation, white collar criminal defense, business …
KupunaWiki Radio Show Episode 23-0211 | Brian Lee, E’BUS Consulting LLC
Brian Lee, Principal, of E’BUS Consulting LLC, talks about how they provide Estate Planning Services by focusing on three important areas: educating the client, asking the right questions, and providing clients with available options to obtain their goal(s).
KupunaWiki Radio Show Episode 23-0204 | Ethan Okura, Okura & Associates
Ethan Okura, President, of Okura & Associates discusses the Estate Planning services that they provide such as wills, trusts, powers of attorney, health care directives, probate, etc. and the importance of having the right estate plan and what that entails, as well as how to protect yourself from potential harmful situations or scams.
KupunaWiki Radio Show Episode 23-0128 | Jessie Maka’ina’i, Building Specs Hawaii
Jesse Maka’ina’i III, Owner and Certified Inspector, from Building Specs Hawaii, talks about the services they provide, what they look for during a home inspection, and the importance of educating homeowners, especially kupuna who may have lived in the same house for thirty (30) plus years, on why periodic home inspections are necessary for safety and proper maintenance of a …
KupunaWiki Radio Show Episode 23-0121 | Joel Kurata, Element Mortgage
Joel Kurata, Sales Manager, from Element Mortgage discusses current mortgage rates and the financing options that they offer such as Temporary Buydowns, Cash -Out Refinance, Home Equity Lines of Credit, and Reverse Mortgages, as well as what sets Element Mortgage apart from other Mortgage Brokerages.
KupunaWiki Radio Show Episode 23-0114 | Reiko Lewis, Ventus Design
Reiko Lewis, LEED AP BD+C, NCIDQ, CAPS, Principal, of Ventus Design discusses the services they provide such as interior modifications / remodeling as well as interior decorations and how Aging-In-Place does not mean simply installing equipment or devices. Aging in place also involves the psychological aspect of getting old. Considering age is undoubtedly essential, but it is more important to …
KupunaWiki Radio Show Episode 22-1231 | Jason Segawa, Segawa Consulting Group
Jason R. Segawa, Certified Financial Planner TM, President, of Segawa Consulting Group talks about how they can assist you in managing your assets for retirement and passing them down to the next generation. Their knowledge and expertise takes care of this burden so you can focus on life.
KupunaWiki Radio Show Episode 22-1224 | Martin Arinaga, Chinen&Arinaga Financial Group
Martin Arinaga CFP® ChFC, Senior Vice President, from Chinen&Arinaga Financial Group, talks about the services they provide such as Cashflow Management, Retirement Planning, Education Funding, Asset Management, Tax Planning, Estate Planning, Life & Long Term Care Insurance, as well as the Top Fears in Retirement, and Understanding Pension Benefit Options.
KupunaWiki Radio Show Episode 22-1217 | Kelley Tom, Summit Financial Advisors
Kelley Tom, President, Certified Financial Planner of Summit Financial Advisors discusses the services they provide such as Retirement Planning, Tax Strategies, Social Security Strategies, Investment Management, and Insurance Analysis. No one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping you develop a strategy to …