- Divorce
- Criminal DefenseGiven the complexity of today’s legal world, lawyers must have specialized training in one or more specific practice areas, such as divorce, bankruptcy, Wills and Trusts, personal injury, business, criminal matters, or employment law. You do NOT want to work with a “door law” attorney - a lawyer who professes to be an expert in whatever random legal issue walks through the door.
- Personal InjuryTrust me, you wouldn’t want the lawyer who designed your estate plan also to handle your personal injury claim, settle a dispute with your landlord, and advise you on your divorce. But you do want him or her to be there to hear your story, refer you to a highly qualified lawyer who specializes in that area, and overall, serve as your go-to legal consultant.
- Estate PlanningEstate planning has never been so easy. Attend your Family Wealth Planning Session by virtual appointment. David helps families across the Hawaiian Islands and will help you design your tailored and personalized plan, leaving no stone unturned or question unanswered. Your family deserves it.
- WillsThis final mistake is so simple yet so easily forgotten when creating a DIY plan or using an inexperienced estate planner: forgetting to update your insurance policies and retirement beneficiary designations so they match your estate plan. While your will and trust are important parts of your estate plan, it’s vital to update your insurance policies and retirement accounts to pay out to your trust instead of directly to your beneficiaries.
- TrustsSetting up a trust to hold your assets is especially important if you have minor children. Minors cannot own money on their own, which means they can’t receive any assets from you directly on your death. Instead, a court will need to appoint a trustee or conservator to manage the assets you leave for your children. There’s a high chance that the person the court appoints will not be the person you would have chosen yourself. And if the court appoints a professional trustee, your assets will be reduced by expensive trust administration fees.
- Probate
- Bankruptcy