How To Have a Conversation with Aging Parents

How to Have a Conversation with Aging Parents May 11, 2022    |    Sage Capone Our parents were the first people to guide us in saving money and helped us open our first bank account. But as they age, the tables turn and now it becomes our turn to guide them with their finances. […]

What is Hawaii Probate

What is Hawaii Probate April 26, 2022    |    Sage Capone Probate occurs when a decedent passes away and their estate and personal property was not entrusted in a Living Trust. This isn’t the case for all cases. Most times it happens when the decedent encompasses personal property valued over $100,000.00 and beneficiaries have […]

How Rising Interest Rates Will Affect You and Your Investments

How Rising Interest Rates Will Affect You and Your Investments March 29, 2022    |    Sage Capone As we have all seen in the last month, the government is slowly edging up interest rates. What will this mean for you and your savings accounts or investment portfolio? What has been seen in past decades […]

How a Trust Can Help Avoid Taxes

How a Trust Can Help Avoid Taxes March 22, 2022    |    Sage Capone Establishing an estate plan will help your family avoid capital gains tax. When you pass away, and the beneficiary of the trust inherits your real property assets they may be able to avoid paying capital gains tax on those assets […]

When Should You Review Your Trust?

When Should You Review Your Trust? March 8, 2022    |    Sage Capone Your dynamic living instructions, meaning your voice – can only be changed while you are alive. Estate Plans are irrevocable, so it is important today’s plans reflect your future intentions. Life is constantly changing and evolving; therefore, you need to set […]

Importance of Your Last Words

The Importance of Your Last Words March 3, 2022    |    Sage Capone Death can come in many forms; suddenly or drawn out battling an illness. If we know one thing, life is unpredictable. Same can be said with how your loved ones handle your remaining assets. Unfortunately, being in the business of estate […]

Have You Found Your Ikigai?

Have You Found Your Ikigai? April 18, 2021    |    Sage Capone Ikigai is a Japanese word that is translated to “reason for being.” This new lifestyle concept from Japan is said to help individuals find the secret to a long and happy life. The concept originates from the Japanese island of Okinawa, which […]

Selecting The Right Executor and Trustee

Selecting the Right Executor and Trustee November 29, 2020    |    Sage Capone Estate Planning Consultants of Hawaii’s Plan Attorney has provided clarity to you and your family and the estate planning creation process has begun for your living trust. Whether the estate planning process is accumulation, conservation or distribution. The selection process of […]