Estate Planning is an area of the law that is so easily (and often) ignored, until the reality of what the estate plan actually accomplishes hits you, your partner, your child, or your business partner.
“There are only two certainties in life – death and taxes.” Benjamin Franklin
Many people without an estate plan have probably insured their home or purchased a critical illness policy for an event that may never happen. Whereas, death is a guarantee. Only 3 in 10 people in the United States have the most basic of estate plans; a valid will. Every person, regardless of net worth or the lack of net worth, needs to plan for incapacity, death or both.
What prompts a client to tackle the task of creating an estate plan is irrelevant. What is important is getting it done. Navarro-Buckingham, LLLC, can ensure that your estate plan is done properly to protect you, your family, and business partners in the event of your incapacity or death.
Navarro-Buckingham, LLLC’s, focuses in the area of Estate Planning. Our approach to Estate Planning rejects a “canned” or standardized approach. We focus foremost on personal and family goals and offer individually designed estate plans or amendments of existing plans. We provide a breadth of services that mirror those offered by a large firm, but our service is not off the factory line. It is our goal to reduce costs and expenses of transferring property, both during life and at death, thereby reducing or eliminating family strife and conflict, which is all too often an unfortunate development in the area of wealth transfer.
Our basic Estate Planning portfolio includes:
In the event your loved one did not prepare an estate plan, Navarro-Buckingham, LLLC, also handles probate administration. If probate is not appropriate, we can manage all aspects of small estate administration. We also handle Ancillary Probate and Application for Issuance of Acknowledgement of Authority. These are tools used for our Mainland clients who lose a family member residing in another state upon their death, but who own property (real or personal) in the state of Hawaii. Many individuals and attorneys outside of Hawaii become frustrated and confused when dealing with transfers of Hawaii property. Hawaii real property descriptions and recording requirements are like no other state’s documents and systems. If you need a deed prepared for a Hawaii property, Navarro-Buckingham, LLLC, can eliminate hours of frustration.
In the event you are a beneficiary or a trustee of a trust, Navarro-Buckingham, LLLC, can assist in trust administration as well. We have worked with attorneys, advisors, beneficiaries, fiduciaries, heirs, and trustees in California, Vermont, New York, Massachusetts, Pennsylvania and Oregon.
Navarro-Buckingham, LLLC, also offer services in more advanced planning techniques such as:
Finally, for the business owner, Navarro-Buckingham, LLLC, will provide a comprehensive plan that may include Buy Sell Agreements, in-house drafted Shareholder Agreements, or Amendments to Operating Agreements that will allow for the smooth transition of one’s business interests upon death or incapacity. We will make sure that every interest is accounted for during your life and for the benefit of your loved ones into the future.
Please contact us to set up an initial consultation and interview either by phone at 808.873.5900 or by e-mail.
“There are only two certainties in life – death and taxes.” Benjamin Franklin
Many people without an estate plan have probably insured their home or purchased a critical illness policy for an event that may never happen. Whereas, death is a guarantee. Only 3 in 10 people in the United States have the most basic of estate plans; a valid will. Every person, regardless of net worth or the lack of net worth, needs to plan for incapacity, death or both.
What prompts a client to tackle the task of creating an estate plan is irrelevant. What is important is getting it done. Navarro-Buckingham, LLLC, can ensure that your estate plan is done properly to protect you, your family, and business partners in the event of your incapacity or death.
Navarro-Buckingham, LLLC’s, focuses in the area of Estate Planning. Our approach to Estate Planning rejects a “canned” or standardized approach. We focus foremost on personal and family goals and offer individually designed estate plans or amendments of existing plans. We provide a breadth of services that mirror those offered by a large firm, but our service is not off the factory line. It is our goal to reduce costs and expenses of transferring property, both during life and at death, thereby reducing or eliminating family strife and conflict, which is all too often an unfortunate development in the area of wealth transfer.
Our basic Estate Planning portfolio includes:
- Last Will and Testament
- Revocable Trust
- Power of Attorney
- Advance Health Care Directive
- Guardian Certification
- Certificate of Trust
- Deed Preparation and Recordation of Property Deeds
- Asset Fiduciary Spreadsheet
In the event your loved one did not prepare an estate plan, Navarro-Buckingham, LLLC, also handles probate administration. If probate is not appropriate, we can manage all aspects of small estate administration. We also handle Ancillary Probate and Application for Issuance of Acknowledgement of Authority. These are tools used for our Mainland clients who lose a family member residing in another state upon their death, but who own property (real or personal) in the state of Hawaii. Many individuals and attorneys outside of Hawaii become frustrated and confused when dealing with transfers of Hawaii property. Hawaii real property descriptions and recording requirements are like no other state’s documents and systems. If you need a deed prepared for a Hawaii property, Navarro-Buckingham, LLLC, can eliminate hours of frustration.
In the event you are a beneficiary or a trustee of a trust, Navarro-Buckingham, LLLC, can assist in trust administration as well. We have worked with attorneys, advisors, beneficiaries, fiduciaries, heirs, and trustees in California, Vermont, New York, Massachusetts, Pennsylvania and Oregon.
Navarro-Buckingham, LLLC, also offer services in more advanced planning techniques such as:
- Irrevocable Trusts
- Intentionally Defective Grantor Trusts
- Charitable Gifting Plans and Lowering of Gross Estate
- Charitable Gift Annuity Trust
- Charitable Remainder Trust
- Charitable Lead Trust
- Family Foundation Formation
- Counsel on Donor Advised Funds
- Asset Protection Trusts
- Irrevocable Life Insurance Trusts
- Counsel on Federal Estate Tax
- Counsel on Gift Taxes
- Counsel on Generation-Skipping Transfer Tax
Finally, for the business owner, Navarro-Buckingham, LLLC, will provide a comprehensive plan that may include Buy Sell Agreements, in-house drafted Shareholder Agreements, or Amendments to Operating Agreements that will allow for the smooth transition of one’s business interests upon death or incapacity. We will make sure that every interest is accounted for during your life and for the benefit of your loved ones into the future.
Please contact us to set up an initial consultation and interview either by phone at 808.873.5900 or by e-mail.