Tag: Joint Trust

  • Estate and Gift Tax Exemption Changes

    Hau‘oli Makahiki Hou! We hope 2025 is filled with prosperity, vitality and good health for you and your loved ones! If Congress doesn’t act, the federal lifetime estate tax and gift tax exemption is due to sunset at the end of 2025 and will revert back to the 2017 exemption amount of approximately $5.6 million…

  • Backwards Planning

    Moving on in life, there are a lot to think about and questions to consider when passing down assets to loved ones. Are you married? Is your marriage a partnership? Are your children from the same marriage? Do you have separate trusts? Do you own a home? If you answer yes to any of these…