Category: Articles

  • Do You Need a Trust?

    Do I need a trust?” This is a common question I am asked when meeting with a client who is unfamiliar to estate planning. My usual response is, “It depends.” It depends on the client’s intentions or wishes, the client’s goals and concerns, the types of assets the client has, the age/maturity of client’s beneficiaries…

  • The Importance of Funding Your Trust

    Your revocable living trust (RLT) is a vehicle to deliver your assets to your beneficiaries — including you, if you become incapacitated. Think of your RLT as a little red wagon. In order for your wagon to do its job, you must load it up with your stuff. Anything you do not put into your…

  • Build Financial Literacy in Your Children

    Children often learn their first lessons about money from the adults they’re closest to. Whether it’s listening to parents discuss a purchase or watching them pay bills online, kids are observant and their relationship with money is often shaped by what surrounds them. If you are a parent looking to instill financial wisdom in your…

  • Navigating Hawai‘i’s Condo Laws, Part I

    Hawai‘i’s unique housing landscape relies heavily on condominium and community association laws, which manage shared living spaces, properties and the intricate relationships within them. Governed by specific statutes, these laws include HRS 514B for condominiums, HRS 421J for community associations, HRS 421I for cooperatives and HRS 514E for timeshares. Of these, condominium laws stand out…

  • Safe Prescription Drug Disposal

    The amount of unwanted medical waste has risen considerably in recent decades. But did you know that unused or expired medicine should be properly disposed of when it is no longer needed? But proper disposal does not mean throwing it in the trash or flushing it. Proper disposal by the proper authorities during Drug Take…

  • Help Prevent Medicare Fraud & Abuse

    Medicare fraud poses a significant threat to the integrity of healthcare systems, leading to increasing healthcare costs and undermining trust. Medicare loses an estimated $60 billion annually due to fraud, errors and abuse, but the actual figure is difficult to measure. Medicare fraud and abuse can block people’s access to potentially lifesaving services and benefits.…

  • A Native Hawaiian Health Road Map

    Hawaiian elders are treasured and revered for their profound and invaluable role in strengthening families and sustaining the rich tapestry of Hawaiian culture and language. But despite their significance, they have the poorest health outcomes compared to their counterparts from other ethnic groups in Hawai‘i. They are at the highest risk of developing dementia as…

  • The Elder Care Playbook

    Maui resident Petra Weggel learned about caregiving the way most people do… the hard way, through the trial and error of first-hand experience. “It is incredibly stressful to witness the decline of an aging loved one while at the same time thinking about your own mounting responsibilities,” Petra said in the introduction of The Elder…

  • Advice for Gen Xers Taking Care of Boomers

    Gen Xers are going to repeat what we Baby Boomers have been living through — caring for our parents and children while managing everything else. We can help our Gen Xer children by organizing our affairs and vowing to be practical. Overcoming practical issues is not as difficult as managing the emotional dynamics of caregiving.…

  • New Hope for Decreasing Dementia Cases

    In this new era for Alzheimer’s disease and related dementias, we have hope. This hope is fueled by scientific evidence that is stronger than ever and a collective movement that is driving positive change. In this new era, we can reduce risk for developing dementia and offer disease modifying treatments that can slow decline. Nearly…

  • Sharing Healthy Smiles Through Hula

    Springtime in Hawai‘i brings the magic of the Merrie Monarch Festival, a cherished celebration of hula and Hawaiian culture. This weeklong festival and hula competition brings a smile to the faces of performers and spectators alike. In hula, a performer’s healthy smile and facial expressions are integral to conveying emotions and weaving the story behind…

  • A Natural Path to Senior Wellness

    Holistic medicine offers seniors a natural, gentle approach to wellness. By focusing on the balance of mind, body and spirit, holistic practices address the root causes of health concerns, helping seniors to feel their best every day. Holistic medicine combines natural therapies with traditional care to support your body’s healing abilities. Gentle treatments like acupuncture,…