Estate Planning 101 - Hawaii Community Federal …...Estate Planning 101 Your Presenter John Roth...
Transcript of Estate Planning 101 - Hawaii Community Federal …...Estate Planning 101 Your Presenter John Roth...
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Date: Saturday, June 10, 2017
FREE SEMINAR
SEATS ARE LIMITED - RESERVE YOURS TODAY!
Time:
9:30AM - 11:30AM
Location:
North Hawaii Education and Research Center (NHERC) 45-690A Plumeria Street, Honokaa, HI 96727
Reservations:
Call 930-7700;email [email protected];ask any HCFCU staff member.
Estate Planning 101
Your PresenterJohn Roth AttorneyHawaii Trust & Estate CounselFor full biography visit hawaiitrustlaw.com
Learn the Process of Estate Planning:» How long does it take?
» How to prepare for an initial consultation?
» When is it time to review/revise an existing estate plan?
Basic Documents
Explore common hypothetical scenarios: The best estate plan is
customized to address each individual's concerns and goals.
North Hawaii Education and Research Center (NHERC)45-690A Plumeria Street, Honoka, HI 96727