Managing Aging Parent’s Cognitive Decline

Managing Aging Parent’s Cognitive Decline July 29, 2023    |    Sage Capone Alzheimer’s disease is one of the leading causes of death in the US. This number is expected to rise as the baby boomer population ages adding to a large increase of adults 65 and older. It’s estimated that 6.7 million Americans suffer […]

How to Prepare for a Financial Safety Plan

How to Prepare for a Financial Safety Plan May 2, 2023    |    Sage Capone Most Americans work paycheck to paycheck and never plan for an emergency. Life can throw you many curveballs and it’s important to be prepared. A financial safety fund helps you weather storms whether you incur a job loss or […]

Why Have a Prenuptial Agreement in Hawaii

Why Have a Prenuptial Agreement in Hawaii April 6, 2023    |    Sage Capone You just got engaged to the love of your life. Why bring up the conversation of a prenup? Well, more and more young professionals find it to be the safe and right way to start a cohesive lifetime together. There […]

What is a Healthcare Directive

What is a Healthcare Directive March 29, 2023    |    Sage Capone Thinking about the possibility of being incapacitated or dying is not something we want to think about as we are alive, but it is essential to plan for. We forget to realize that in a blink of an eye your life could […]

The Importance of a Power of Attorney

The Importance of a Power of Attorney March 22, 2023    |    Sage Capone One of the most important keys in setting up a Trust is selecting a Power of Attorney (POA). This person will become the agent who will make decisions on your behalf should you become incapacitated and are no longer able […]

How To Decide on a Successor Trustee for your Estate Plan

How To Decide on a Successor Trustee for your Estate Plan August 10, 2022    |    Sage Capone The decision on appointing a Trustee or Successor Trustee for your Estate Plan should take careful consideration. Most times parents tend to choose the eldest child or a good friend. However, you need to ask yourself […]

Estate Planning is Essential When Starting a Family

Estate Planning is Essential When Starting a Family June 1, 2022    |    Sage Capone The excitement of a new family comes with so much responsibility. The last thing on your mind is Estate Planning. However, it is an essential time to consider nominating a guardian or conservator since minor children are not legally […]

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 […]