Tag: SCOTT MAKUAKANE

  • Vacation With Your Important Papers

    Vacation With Your Important Papers by Scott A. Makuakane, Counselor at Law, Est8Planning Counsel LLLC from the August-September 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Our Contributors

    Generations Magazine calls upon Hawai‘i’s experts — from financial and legal advisors to health care professionals and noted chefs — to produce informative and meaningful resources for our local seniors and their families. We are grateful for their contributions. MIGUEL GONZALEZ, President, Catalyst Factor Agency Public Relations, is a former newspaper reporter with the Los…

  • First Things First

    You may have heard the old joke, “where there’s a will… I want to be in it.” That may be true, but effective estate planning covers much more than just “who gets my stuff.” When you sift through your own reasons for doing estate planning, you may find that naming who gets your stuff takes…

  • The Most Important Document

    The one estate planning document that everyone 18 and older should have is an Advance Health-Care Directive. It is not the sexiest tool in the estate planning toolbox, but it can head off family strife, heartache, and needless attorney’s fees as no other document can. Karen Ann Quinlan, Nancy Cruzan, and Terri Schiavo. Sound familiar?…

  • Keeping Peace in the Family

    On May 27, 2015, Reuters reported that a Georgia judge had appointed a mediator to help the family of the late Dr. Martin Luther King Jr. decide whether to sell Dr. King’s Nobel Peace Prize and his personal Bible. Dr. King carried this Bible during the historic marches and rallies of the ’60’s, and President…

  • Be Giving While You’re Living

    Kingdom Advisors founder Ron Blue takes an interesting approach to estate planning. He advocates lifetime giving as a way to assure that the objects of your bounty are worthy recipients of your wealth. This could play out a couple of different ways. As Blue points out, there are three places your “stuff” can go after…

  • Easy Come … Easy Go

    Receiving an inheritance can certainly be like winning the lottery. What could be wrong with that? Callie Rogers, age 16, won $3.1 million in a British lottery. By the age of 22, the unwed mother of two had attempted suicide twice, and spent over $400,000 on cocaine alone (in addition to more conventional luxuries). She…

  • ‘Tis The Season: Think Charitable Giving

    The giving season is upon us as 2014 comes to a close. Charitable donations are an important way of giving back to our community. If you are eager to give back or help out, just how do you decide how much to give and through whom? For those wishing to exercise wise stewardship, these issues…

  • Clarke v. Rameker and Your IRA

    In Clark v. Rameker, decided on June 12, 2014, the U.S. Supreme Court boldly went where it has seldom gone before. It waded into the estate planning world and decided that the creditor protection rules that generally apply to IRAs do not apply to inherited IRAs. The Federal law that governs retirement plans, known as…

  • Hazardous Internet Documents

    You have seen the commercials. You have heard the radio ads. But before you go to a website to have your estate plan constructed by a computer program, be sure to ask yourself this: You may not have as large an estate as Mr. Fancyshmancylawyer or Mr. Radiobucks, but everything you own is everything you…