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OFFICE OF ESTATE AND GIFT PLANNING

TEL: (808) 956-8034
FAX: (808) 956-3717
E-MAIL

Friday, September 3, 2010

Reading Room

Guide to Planned Giving

Click here to download.

Savvy Living

August - Week 5 - 2010 - Changes to Medicare Advantage

August - Week 4 - 2010 - How to Settle a Loved One's Estate

August - Week 3 - 2010 - How to E-Mail Seniors Who Don't Have a Computer

August - Week 2 - 2010 - Financial Assistance for Medicare Part D Beneficiaries

August - Week 1 - 2010 - Retirement Relocation: Tips and Tools to Help You Make A Smart Move

July - Week 4 - 2010 - How to Protect an Elderly Parent

Personal Planner

August - Week 5 - 2010 - Chronic Illness – Care of Your Person

August - Week 4 - 2010 - Your Plan for Senior Care

August - Week 3 - 2010 - Planning with a Serious Illness

August - Week 2 - 2010 - Living Wills and Advance Directives

August - Week 1 - 2010 - Your Family Letter – Memorial Services

July - Week 4 - 2010 - Integrity and Initiative

Donor Stories

Honoring the Nisei Soldiers (Charitable Remainder Unitrust)

It's Family First for this Maui Farm Boy

How Will You Honor Those Who Inspire You?

Helping Good Students Follow Their Dreams

A Legacy of Opportunity

Education Is the Great Equalizer

Supporting Hawaii's Intellectual Capital

A Family Journey and Legacy (Charitable Gift Annuity)

Quality Education for Generations to Come

World-Renowned Entomologist Establishes Scholarship

Families Unite to Establish Scholarship Endowment

Washington Hotline

August - Week 5 - 2010 - Returning Congress Takes Up Taxes

August - Week 4 - 2010 - Jobs Bill Awaits Senate Return

August - Week 3 - 2010 - Hoyer and Boehner Continue Tax Debate

August - Week 2 - 2010 - September Effort to Extend Tax Cuts

August - Week 1 - 2010 - Geithner and Reid Support Top Tax Rate Increases

July - Week 4 - 2010 - Top Rates Will Increase – Speaker Pelosi

Finance News

August - Week 5 - 2010
Stocks - Tiffany Profits Up; Cautious About Future
Bonds - Treasuries Fall on Bernanke's Remarks and GDP
Interest Rates - Mortgage Rates Fall for Ninth Week out of Ten

August - Week 4 - 2010
Stocks - Intel to Purchase McAfee
Bonds - Treasuries Higher on Rise in Jobless Claims
Interest Rates - Mortgage Rates Inch Downward

August - Week 3 - 2010
Stocks - Disney Reports Record Profits
Bonds - Treasuries Gain on Fed Statement
Interest Rates - Mortgage Rates Stepped Down Again

August - Week 2 - 2010
Stocks - Stocks Slide on Unemployment Woes
Bonds - Treasuries Gain on Unemployment Figures
Interest Rates - Mortgage Rates at Historic Lows

August - Week 1 - 2010
Stocks - Expedia's Profits Climb
Bonds - Treasuries Rise on Slow Growth
Interest Rates - Mortgage Rates Down for Sixth Week in a Row

July - Week 4 - 2010
Stocks - Amazon Shares Fall on Missed Expectations
Bonds - Treasuries Rise and Fall on Uncertain Economy
Interest Rates - Mortgage Rates Reach Record Lows

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