Estate Planning Consultants of Hawaii
Create a Trust. A trust is a legal entity in which one person or organization controls property that is given by another person for the benefit of a third party. The person that is giving the property is referred to as the grantor, the person in control of the property is referred to as the trustee, and the person that the trust benefits is referred to as the beneficiary. In some trusts, you can be named as the grantor, trustee, and the beneficiary. Keep in mind, some estates may benefit from an independent trustee who is subject to strict legal requirements when administering the trust.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- I Have a Will, Do I Need a Revocable Living Trust?
- Critical Trust Funding
- Estate Planning, Wills and Trusts
- What To Do When a Loved One Dies
- Hawaii Trust Amendments
- Resolving Family Property Disputes
- Hawaii Probate
- Life’s Financial Transitions
- Financial Planning and Retirement Planning
- Estate Planning For Young Families
- Advantages of Life Insurance In Trusts
- Trust Reviews
- New Hawaii Home Protection Clauses
- Inheritance and Hawaii Taxes
- Property Transfer and Gifting
- Irrevocable Hawaii Trust
- Special Disability Needs Trust
Sentiment Analysis
I really recommend Steve and his son Sage to anyone to do their estate planning because they care.
Steve and the Estate Planning Consultants team worked with my father on establishing our family's estate plan more than 15 years ago and that was a huge help in making things go smooth recently when my father became very ill.
He and Sage are willing to go above and beyond with providing both legal and financial recommendations as well as simple stuff like consulting with anyone that needs a copy of my trust.
For example, who we wanted to be guardian of our kids in the case we both pass or how are we splitting our assets amongst all the children.
For a situation that can be highly emotional and sensitive in nature, the kindness, patience and humor that Stephen and Sage radiate is calming as well as comforting.
Don’t hesitate to call Stephen Capone of Estate Planning Consultants of Hawaii, INC he will guide you to make the best decision for you and your family.
I was so impressed with his professionalism and knowledge, I hired Steve and his son Sage to assist me with my financial needs because I was approaching retirement.
Steve's personal approach has really helped him to be able to provide financial products and understanding of the situation to make choices that will best suit our family's wants and needs.
When my husband passed away recently, they were quick to respond and showed genuine concern as well as professionally take care of the documents that needed preparation.
The lawyer helping us, Mike, was so helpful in explaining updated laws that would apply to us, and considered and discussed the special circumstances within our family.
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