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Empowering Hawaiʻi Families & Securing Legacies Since 2017
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Ensure Elderly Parents Don't Fall for the Grandparent Scam
Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged...
4 min read
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Secure Your Senior Parents' Identity and Financial Assets
Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can...
3 min read
12 views


Seniors Can't Afford to Make These Estate Planning Mistakes
Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly...
5 min read
21 views


Elder Financial Abuse: 4 Warning Signs to Look For
Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot,...
4 min read
27 views


Do Your Parents Need Your Help with Managing Finances?
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen Xers and Millennials. And, stepping in to help manage...
3 min read
15 views


How to Have a Conversation about Estate Planning with Aging or Sick Loved Ones — Part 2
In part 1, I shared the first part of my article on how to discuss estate planning with aging (or sick) loved ones. Here’s the bottom...
2 min read
11 views


How to Have a Conversation about Estate Planning with Aging or Sick Loved Ones - Part 1
Someone you love is aging. Or maybe, facing a potentially terminal illness. You know it’s time for them to think about end of life...
3 min read
9 views


How to Avoid a Court Ordered Guardianship If You're Elderly
As senior citizens continue to age, the likelihood increases that they will become physically or mentally incapacitated. Hopefully,...
2 min read
27 views


How to Prevent Being Ripped-Off When You Become Elderly
It is estimated that $37 billion is stolen from elderly Americans every year. Here are some tips on how you can ensure your parents (or...
3 min read
17 views


Planning for a Parent Diagnosed with Alzheimer's
According to the Alzheimer’s Association of Hawaii, there are more than 28,000 people living in Hawaii with Alzheimer’s disease and more...
2 min read
15 views


How to Protect Your Parents from Financial Exploitation
According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top three ways that the elderly could...
2 min read
17 views

6 MAJOR MISTAKES HAWAII FAMILIES MAKE WHEN CHOOSING AN ESTATE PLANNING ATTORNEY
No time for mistakes. Save your family a lot of money, stress, and wasted time.
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