Kailua Kona, Hawaii Estate Planning Lawyers
My mission is to meet your needs in a way that you understand, eases your mind, and makes you feel empowered in Hawaii’s legal system.
I have zealously...
Kihei, HI 96753
Thomas Jefferson School of Law, Guanghua Law School, Zhejiang University, Faculté de Droit de l’Université de Nice and University of Hawai'i at Manoa William S. Richardson School of Law
She works with her parents, Frank and Judy Spees, who have worked as estate and financial planning attorneys since 1984. Between the two, they are licensed in HI, NV, CA and FL. www.Spees.com. Their son, Justin Spees, began his career as an investment advisor in 2007 and started managing accounts for clients, trusts, foundations, and businesses. He formed Just Advisors in 2008 and has continued to manage the firm which offers...
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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