ESTATE PLANNING | ESTATE & TRUST ADMINISTRATION | PROBATE
SMALL BUSINESS FORMATION | BUSINESS LAW | CONTRACTS
LICENSED IN HAWAII AND CALIFORNIA
SMALL BUSINESS FORMATION | BUSINESS LAW | CONTRACTS
LICENSED IN HAWAII AND CALIFORNIA
Navarro-Buckingham, LLLC, is a Maui based law firm that specializes in Basic Estate Planning (Trusts, Wills, Power of Attorney, Advance Health Care Directive), Advanced Estate Planning (including many different types of Trusts), Trust Administration, Probate, Business Formation, Business Law, and Business Succession planning.
Our commitment is to provide superior service and personalized attention in an ethical and efficient manner. Our clients can expect a timely turnaround on all of our services. We pride ourselves on being reliable, thorough and accessible. In addition, the documents prepared by Navarro-Buckingham, LLLC, are neither basic cookie-cutter forms, nor are they standard forms that are generated by an estate planning software. Our sophisticated, hand-drafted documents, whether for an estate plan, a business agreement or business matter, are individualized to meet each client’s specific needs. Every client has different goals. We aim to help achieve those goals on the client's behalf.
Navarro-Buckingham, LLLC, will assist clients with all aspects of Estate Planning to ensure the efficient transfer and management of assets upon incapacity or at death. Our basic Estate Planning Portfolio includes:
We collaborate with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while being cognizant of the personal and family issues that accompany the planning process. We offer more advanced planning services and can counsel on and prepare the following:
Irrevocable Trusts, Intentionally Defective Grantor Trusts, Charitable Gifting Plans, 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, and Counsel on Generation-Skipping Transfer Tax.
For the business owner, we approach your estate plan with a comprehensive vision. We understand that Estate Planning, and protecting business interests and business succession, are closely linked. Carefully integrating one’s ownership of personal assets, real estate, and business interests, are crucial in preparation of a quality Estate Plan.
Estate planning documents can be complex, and clients want to be proactive in management of the transfer of their wealth and preserving their legacy for the next generation. Individuals and couples want to protect their beneficiaries. Business owners want to ensure smooth succession of business assets and protection of employees. Personally and in business, you need specialized attorneys who are comfortable with sophisticated planning and who can help with complex questions that may arise around law, tax, and business.
At Navarro-Buckingham, LLLC, we realize that Estate Planning is often one of the most overlooked areas of personal financial management, yet is so critical for people of all ages. We strive to work with our clients and their advisors in order to preserve their wealth and legacy, and allow for a life lived with the knowledge that you have taken care of your business and family to the best of your ability while you are alive and into the future.
For more information, please contact us to set up an initial consultation either by phone at 808.873.5900, or by email.
Our commitment is to provide superior service and personalized attention in an ethical and efficient manner. Our clients can expect a timely turnaround on all of our services. We pride ourselves on being reliable, thorough and accessible. In addition, the documents prepared by Navarro-Buckingham, LLLC, are neither basic cookie-cutter forms, nor are they standard forms that are generated by an estate planning software. Our sophisticated, hand-drafted documents, whether for an estate plan, a business agreement or business matter, are individualized to meet each client’s specific needs. Every client has different goals. We aim to help achieve those goals on the client's behalf.
Navarro-Buckingham, LLLC, will assist clients with all aspects of Estate Planning to ensure the efficient transfer and management of assets upon incapacity or at death. Our basic Estate Planning Portfolio includes:
- Trust
- Will
- Power of Attorney
- Advance Health Care Directive
We collaborate with our clients to analyze and implement strategies to minimize estate and gift taxes, property taxes, and other expenses, while being cognizant of the personal and family issues that accompany the planning process. We offer more advanced planning services and can counsel on and prepare the following:
Irrevocable Trusts, Intentionally Defective Grantor Trusts, Charitable Gifting Plans, 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, and Counsel on Generation-Skipping Transfer Tax.
For the business owner, we approach your estate plan with a comprehensive vision. We understand that Estate Planning, and protecting business interests and business succession, are closely linked. Carefully integrating one’s ownership of personal assets, real estate, and business interests, are crucial in preparation of a quality Estate Plan.
Estate planning documents can be complex, and clients want to be proactive in management of the transfer of their wealth and preserving their legacy for the next generation. Individuals and couples want to protect their beneficiaries. Business owners want to ensure smooth succession of business assets and protection of employees. Personally and in business, you need specialized attorneys who are comfortable with sophisticated planning and who can help with complex questions that may arise around law, tax, and business.
At Navarro-Buckingham, LLLC, we realize that Estate Planning is often one of the most overlooked areas of personal financial management, yet is so critical for people of all ages. We strive to work with our clients and their advisors in order to preserve their wealth and legacy, and allow for a life lived with the knowledge that you have taken care of your business and family to the best of your ability while you are alive and into the future.
For more information, please contact us to set up an initial consultation either by phone at 808.873.5900, or by email.
