Category: October-November 2021

  • How to Choose the Best Fiduciary

    Two of the most frequently asked questions I hear are “How do I choose a trustee?” and “Am I choosing the right trustee?” Here are six criteria to help you choose the right fiduciary for you.

  • Family Business Succession Basics

    Only about 25 percent of family businesses survive for 15 years or more, and only about 25 percent of the “survivors” will survive the transition to the next generation. There are many contributing factors.

  • Navigating Today’s Housing Market

    In many parts of the country, home prices have been soaring. According to the National Association of Realtors, the median existing-home price rose more than 17 percent in the one-year period ending in March 2021. This reflects just how competitive the market has become for homebuyers. If you are among those looking to purchase a…

  • It Takes Our Entire State to Protect Kūpuna

    We’re home, still feeling isolated during the pandemic. The phone rings; a welcomed sound. We look forward to hearing from a family member or friend — a warm voice to spend time with. We answer the phone, and minutes later, our whole life is turned upside down. Does this sound familiar? Too often, unfortunately, many…

  • Retirement Made Easy

    Preparing for retirement is one of the most significant decisions you can make. A great place to start is the Social Security Administration‘s retirement portal. The portal is easy to use, whether you are ready to learn about, apply for or manage your retirement benefits.

  • What is a Fiduciary?

    We hear the word “fiduciary” used more and more. But what does it mean? The origin of the word comes from the Latin word “fidere,” which means “to trust.” Today, we use “fiduciary” as a noun, meaning a trustee, a word most of us are familiar with. Fiduciary is also an adjective, referring to a…

  • Dementia: Environment Makes a Difference

    For someone with dementia, both too much and too little sensory stimulation may lead to agitated behaviors. To keep your loved one at a regulated state of sensory stimulation, it is important to consider what is providing sensory stimulation in each space.

  • Should Dad Stop Driving?

    Although there are many seniors still on the road, some may have lost critical cognitive and physical functions. These limitations may result in dangerous, life-threatening situations. A formal driving assessment or refresher course may help mitigate problems.

  • Caregiver Education in a Changing World

    Providing care for an aging loved one can be challenging, especially if he or she has Alzheimer’s disease or another form of dementia. These challenges have been exacerbated by the ongoing pandemic. Hawai‘i has an estimated 29,000 citizens suffering from Alzheimer’s. By 2035, that number could rise to 35,000.

  • Avoid Kūpuna Caring for Kūpuna

    There is nothing more frightening than the image of a 93-year-old helping a 96-year-old step into the shower or stumble down a stairway. While this scenario is becoming more common in Hawai‘i, the reality is this generation wants to take care of themselves.