KupunaWiki Radio Show Episode 23-0826 | Kevin Shiinoki, Legacy Works talks about the some the services they provide such as trust administration and problem solving. He also discusses how a trustee should be knowledgable about the role and the 6 major things to keep in mind if you are going to accept the role of trustee; money, time commitment, hard …
KupunaWiki Radio Show Episode 23-0812 | Laurie Adamshick, Rulon & Adamshick LLC
Laurie T.S. Adamshick, Esq. Elder Law Attorney, with Rulon & Adamshick LLC discusses the differences between Life Care Planning and Estate Planning. She discusses how you and your family can benefit from planning for impactful life events and the steps to consider every step of the way.
KupunaWiki Radio Show Episode 23-0805 | Scott A. Makuakane, Est8Planning Counsel LLLC
Scott A. Makuakane, Counselor at Law, from Est8Planning Counsel LLLC talks about the importance of Estate Planning and working with advisors that you can trust to provide peace of mind through thoughtful planning and answer the tough questions, as well as discussing his new book, Est8Planning for Geniuses, which takes a light-hearted, humorous, approach in providing a baseline knowledge of …
Brian Lee, E’BUS Consulting
E’BUS Consulting Summary of Services: Estate Planning, Business Exit & Tax Strategies, Peacemaker Services, Hawaii Continuing Education Classes for Insurance Producers, CPAs and CFPs. Experience: Brian Lee, a principal of E’BUS Consulting, LLC, specializes in Business & Estate Planning. A large part of his business concentrates on exit strategy programs for family owned businesses. Because of his unique approach toward …
Capt. Cris Bartolome & Fire Inspector Thomas Inouye, Honolulu Fire Department
Honolulu Fire Department Summary of Services: The Honolulu Fire Department is an all-hazards response agency that protects and serves the City and County of Honolulu across the island of Oahu. Vision Statement: The Honolulu Fire Department is a recognized leader as they partner with our communities to promote and maintain a culture of safety and service. Mission Statement: The Honolulu …
KupunaWiki Radio Show Episode 23-0225 | Julie Suen, Esq., Infinity Estate Law LLLC
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 …
Darek Sato, Hawaii Senior Medical Group
Hawaii Senior Medical Group Summary of Services: As a group, Hawaii Senior Medical Group focuses on preventative health for the senior population that they serve. They encourage their Primary Care Providers to have their patients get their preventative health screenings and reward their Kupuna patients for following their Primary Care doctors recommendations along with their Health Plan Partners. Hawaii Senior …
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.