Taking Care of Tutu - Navigating Estate Planning and Probate with Aloha

Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things related to creating trusts and wills, passing on the family home, and helping tutu qualify for the care she needs. Our hosts are passionate about their community and have one main goal for this podcast: extending a helping hand to those in need in the Maui community. They're here to tackle the exploitation of the elderly, greedy family members, and unscrupulous attorneys head-on and share stories that will resonate with anyone who has experienced the heartbreak of improper planning or family disputes. Our hosts are here to guide you through it all and offer tips for listeners interested in avoiding drama in their own families. Join us as we answer your major questions: Do I need a trust or a will? A Power of attorney? When would I need to file a probate? How do I get my mom on Medicaid? Get ready for a podcast that combines legal expertise with heartfelt stories, making the complexities of estate planning and probate on Maui accessible and relatable. Your ohana deserves the utmost care and attention.

031: Living Aloha: How Hale Mahaolu Provides Housing, Personal Care, and Meals for Tutu 05/30/2025

031: Living Aloha: How Hale Mahaolu Provides Housing, Personal Care, and Meals for Tutu Anders Lyons, Executive Director of Hale Mahaolu, joins us this week on the podcast to teach us all about the origins, mission, and services provided by Hale Mahaolu. From housing and meals to personal care and housing counseling, Anders shares the organization's commitment to fostering independent living through affordable housing options across Maui County. Whether you're a senior considering applying for these services or just curious about the application process, we learn valuable insights on eligibility requirements and the application process. Anders also shares how Hale Mahaolu is innovating by implementing a respite care program for caregivers and utilizing technology such as a caregiver tracking app. Born and raised on Maui, Anders shares how his diverse background in land management and social work, including stints with the National Park Service and Maui Nui Botanical Gardens, enriches his approach to supporting independent living for seniors. With deep Maui roots and ties to the community, Anders highlights the pivotal role Hale Mahaolu has in providing affordable housing and their ongoing efforts, especially in the wake of the Lahaina fires. In this episode, you will hear: What affordable housing options does Hale Mahaolu offer for seniors and families on Maui? How do federal subsidies like HUD Section 8 and USDA Rural Development contribute to Hale Mahaolu's housing programs? What are the eligibility requirements and application process for Hale Mahaolu's affordable housing units? What additional services does Hale Mahaolu provide, such as meals, personal care, and housing counseling? How does Hale Mahaolu collaborate with programs like Meals on Wheels to support its residents? Resources from this Episode Guest’s website - Hale Mahaolu's Central Office Contact Number - 808-872-4100 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/36785100

030: A "Fancy Jewelry Store" Building Community Through Inclusion-The Depo Market Story, with Tiffany Chou 05/07/2025

030: A "Fancy Jewelry Store" Building Community Through Inclusion-The Depo Market Story, with Tiffany Chou Maui-raised entrepreneur Tiffany Chou tells us about the creation of Depo Market—a mission-driven retail space in Wailuku, Maui, and online, employing adults with disabilities. Our conversation explores Tiffany’s journey as a caregiver, entrepreneur, and disability rights advocate. We follow Tiffany and her brother Chris's venture into the jewelry business, starting with their popup shop at the Kea Lani, and hear about the challenges and joys of pursuing a shared passion. From managing Chris's schedule to the serendipity of a viral TikTok video, their unconventional path led them to establishing a physical storefront. This development transformed their business model and created meaningful employment opportunities for adults with disabilities in a visible, “front of house” capacity. With authenticity and heart, Tiffany shares how Depo Market is not just a store, it’s a social enterprise rooted in inclusion, meaningful employment, and community care. In this episode, you will hear: How did Tiffany Chou transition from aspiring fashion designer to successful jewelry designer and business owner? What inspired Tiffany to create Depo Market, a retail space employing adults with disabilities? What role did Tiffany's family legacy and personal advocacy play in her mission? How did a viral TikTok video impact Tiffany and Chris's jewelry business? What are the benefits and challenges of operating Depo Market as a for-profit business? How is Depo Market designed to be inclusive and supportive for neurodivergent employees? Resources from this Episode DepoMarket.org: Instagram: Tiktok: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/36467480

029: Lahaina is Not for Sale: The Lahaina Community Land Trust 05/02/2025

029: Lahaina is Not for Sale: The Lahaina Community Land Trust Meg Obenauf speaks with Autumn Ness, Executive Director of the Lahaina Community Land Trust, about what it takes to rebuild homes, community, culture, and long-term belonging after disaster. Listeners will learn the origin story of the Lahaina Community Land Trust after the Lahaina wildfire, how the Land Trust model keeps housing affordable in perpetuity, and the Land Trust’s innovative housing allocation process that prioritizes long-time residents. Key Takeaways Permanent Affordability + Equity: Buyers pay less than market-rate mortgage payments, build equity, and avoid skyrocketing rents — all while homes remain affordable for future buyers. Simple, Fair Resale: Homes appreciate 1.5% annually. When owners sell, they pay off their mortgage and keep their earned equity. The next buyer is selected from a waitlist. No Commissions, No Speculation: The CLT facilitates buyer-seller matching, bypassing real estate agents and eliminating profit-driven flipping. Post-Fire Relief Through Equity Partnerships: Instead of buying out struggling fire survivors, the Land Trust invests in keeping them home, preserving their pre-fire equity, and topping off insurance shortfalls so they can rebuild. Voluntary, Fair Terms: Families agree to resale restrictions and residency requirements in exchange for significant financial support. Locally Rooted Leadership: CLT board members must be born and raised in Lahaina with generational ties and a record of community service. Their work is guided by cultural advisors from across Lahaina’s diverse populations. Lahaina Is Not for Sale — A Final Word from Autumn Ness As the conversation closes, Autumn shares one of the most sobering takeaways: “We haven’t found a single post-disaster community that isn’t a cautionary tale of near-total erasure — including the families.” But Lahaina is determined to be the exception. Thanks to growing partnerships — with Habitat for Humanity, Hawaiʻi Community Lending, long-term recovery groups, and others — the Lahaina Community Land Trust doesn’t stand alone. Together, they're not just rebuilding homes, but ensuring the right to remain home for generations to come. Before You Sell… Autumn’s final message is direct and urgent: “If you or someone you know in Lahaina is thinking about selling, call us first.” Many residents are exhausted and overwhelmed. But distress-driven sales can be prevented — and the Lahaina Community Land Trust can help. How to Get Involved Interested in joining the waitlist or learning more? Applications aren't open yet, but interested families can email now to be added to the list. Financial counseling and homeownership guidance will be provided in partnership with Hawaiʻi Community Lending. 📩 Email: [email protected] 💻 Website: (Check for updates) Phone: (808) 830-5258 Socials: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/36409970

028: How Heidi Ho and Pono Legal are Helping Displaced Maui Residents Following the Maui Wildfires 04/10/2025

027: How Kalima O Maui Empowers People with Disabilities to Achieve Independence 04/02/2025

027: How Kalima O Maui Empowers People with Disabilities to Achieve Independence Hear from Claudia Rosenbaum, service supervisor at Ka Lima O Maui, a local nonprofit providing job placements and day programs for adults with disabilities. Claudia describes how community members can get services from Ka Lima O Maui via the state Department of Health and the Medicaid waiver program, highlighting how these efforts facilitate personal growth and community integration. From maintaining academic skills to finding meaningful employment, participants are empowered to thrive in a supportive environment. In this episode, you will hear: How does Ka Lima O Maui empower individuals with disabilities through their day services and employment programs? How does the intake process work for participants, and what are the criteria for joining Ka Lima O Maui? In what ways do community outings and volunteer activities contribute to the participants' growth and integration? What are the funding sources and financial requirements for accessing Ka Lima O Maui's services? How does the new secure shredding service support community engagement at Ka Lima O Maui? Resources from this Episode Guest’s website - Ka Lima O Maui Medicaid Waiver Program Phone: (808) 244-5996 Ka Lima O Maui Employment Phone: (808) 244-5502 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/35983470

026: What if Tutu needs a Trustee? 03/05/2025

026: What if Tutu needs a Trustee? Not everyone is blessed with capable, responsible children willing to serve as Trustee :) What can tutu do if she loves those grandbabies but doesn’t really trust any of them to serve in this very important role? This week’s podcast features the expert guidance of Malia Alexander from Maximum Legal Services Corporation, a company that serves as a professional Trustee, Personal Representative, Power of Attorney, and Health Care Agent. Malia shares about MaxCorp and its evolution from the Legal Aid Society of Hawaii to its current status as a standalone nonprofit dedicated to offering professional fiduciary services. Join us as we learn about the unique approach MaxCorp takes in integrating licensed attorneys and social workers to provide comprehensive support to their clients. MaxCorp will serve as Trustee of special needs trusts, a more complicated task because beneficiaries often receive government benefits such as Medicaid or are living with disabilities. Malia offers insights into the intricacies of managing Medicaid applications and asset spend-downs, providing you with practical advice on navigating these often-complicated processes. Through MaxCorp's story, you'll gain a deeper understanding of how their dedicated team ensures compliance with trust terms and safeguards beneficiaries' interests. In this episode, you will hear: How does MaxCorp integrate legal and social services in its trustee offerings? What role do corporate trustees play in managing special needs trusts? How can early estate planning prevent complications and ensure smoother administration? What are the benefits of having a neutral third-party trustee to manage potential conflicts? How does MaxCorp handle Medicaid applications and asset spend-downs for beneficiaries? Why is it important for families to engage with potential trustees like MaxCorp before a crisis occurs? Resources from this Episode Visit website: Phone: 808-585-0920 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/35548440

025: Scott Corderman Teaches Us How Tutu Can Stay Independent with In-Home Services Covered by Her Health Insurance 02/19/2025

025: Scott Corderman Teaches Us How Tutu Can Stay Independent with In-Home Services Covered by Her Health Insurance Scott Corderman’s vocation is working as a registered nurse with Kaiser Permanente serving patients in the community that are homebound. His avocation is…the same! Scott is the volunteer chair for the Maui Chapter of the Alzheimer's Association. In this tactical episode of Taking Care of Tutu, Scott walks us through how health insurance, specifically the Quest program, covers numerous essential services for eligible seniors, including home-delivered meals from Hale Mahaolu, Hale Kau Kau, or Mom’s Meals. Quest can provide emergency response buttons, medication dispensers, transportation to medical appointments, adult daycare, and assistance with chores, potentially including payment to a family member. Scott explains the respite care grants available from the Alzheimers Association for people displaced by the Maui Wildfires and describes their biggest annual fundraiser, the Walk to End Alzheimers. He tells us how often caregivers find their own mental and physical health deteriorating and provides resources for caregivers in need of support. In this episode, you will hear: How does the QUEST program support seniors’ independence with meal deliveries, emergency systems, transportation, and more? What does the Alzheimers Association do in our Maui community? How can you support the Alzheimers Assocation? How many people in Hawaii have Alzheimers? Resources from this Episode Alzheimers Association Free 24 hour/day Caregiver Support Line: 800-272-3900 Maui County Caregiver Support Group: Last Thursday of every month at Roselani Place from 4:00PM-5:30 p.m. Sign up for a Caregiver Support Group by calling 808-518-6655 or emailing Cindy Fowler at [email protected] Virtual Caregiver Support Group for Lanai/Molokai via Zoom: Last Wednesday of every month from 12 p.m. to 1 p.m. Sign up for a Caregiver Support Group by calling 808-518-6655 or emailing Cindy Fowler at [email protected] Mindfulness for Caregivers: Managing Stress and Presence: Friday February 28, 2025 from 12 p.m.-1 p.m. Contact Cindy Fowler at [email protected] or 808-591-2771. Join the planning committee for the Walk to End Alzheimer's: March 19, 2025 at 4:30 p.m., Rays Deli & Lounge (Waiehu Beach Rd) Join the Maui Walk to End Alzheimers: November 22, 2025: Register at Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/35349880

024: Help Tutu Find an Adorable Companion with Assistance Dogs of Hawaii 02/13/2025

024: Help Tutu Find an Adorable Companion with Assistance Dogs of Hawaii This week on the podcast, we welcome Mo Maurer and Emily Stauffer from Assistance Dogs of Hawaii! Mo and Emily give us a peek into the meticulous process of training service dogs, starting from the selection of purpose-bred puppies throughout their placement with individuals in need. We learn how Assistance Dogs of Hawaii handles 28 puppies at different stages of training and how they collaborate with courthouses, schools and hospitals. In addition to placing dogs in private homes and facilities, this nonprofit also has participated in innovative research studies, such as the medical scent detection program. As Assistance Dogs of Hawaii marks its 25th anniversary, it’s easy for the listener to hear Mo and Emily's passion for empowering individuals with disabilities. They announce their upcoming gala event and the crucial fundraising efforts that ensure their services remain free of charge throughout their placements. Additionally, the episode introduces Wonder Dogs, Mo’s book that captures inspiring stories from the program. With insights into their ongoing commitment to fostering independence and the invaluable support from volunteers and high school students, this episode is a testament to the life-changing power of service dogs. And, if you watch the episode on Youtube, you’ll get to see a couple of the puppies :) In this episode, you will hear: How did Assistance Dogs of Hawaii begin, and what is its mission? What is the process for training and selecting service dogs at Assistance Dogs of Hawaii? Other than private homes, where else does Assistance Dogs of Hawaii place dogs? What role does the local community play in supporting Assistance Dogs of Hawaii? Resources from this Episode Assistance Dogs of Hawaii (website)- 808-298-0167 Facebook & Instagram: assistancedogsofhawaii Wonder Dogs- Available for purchase on Assistance Dogs of Hawaii website, Barnes and Noble, & Amazon 25th Anniversary Puppy Gala Event: February 15, 2025 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/35271690

023: Jessika Galvez and Ohana Care Maui on Creating a Company that Supports Caregivers and Those They Care For 01/22/2025

023: Jessika Galvez and Ohana Care Maui on Creating a Company that Supports Caregivers and Those They Care For Jessika Galvez, the heart and soul behind Ohana Care Maui, joins us to share her journey from a Certified Nursing Assistant to the founder of a thriving in-home care agency. Motivated by working in the industry and a client's encouragement, Jessika launched her company in 2014, focusing on compassionate, high-quality care for Maui's seniors. She discusses her passion for caregiving as well as the challenges and triumphs of filling service gaps she observed within the industry. Jessika describes what makes Ohana Care Maui unique, emphasizing their commitment to personalized and patient-centered care. Jessika explains how new caregivers are supported by having managers accompany them during initial shifts, ensuring a smooth transition for both aides and patients. She details the intake process for new clients, the geographical areas they serve, and the critical importance of crafting care plans that address each individual's unique needs. Whether it’s offering companionship or more specialized assistance, Ohana Care Maui aims to create a supportive environment for everyone involved. In this episode, you will hear: What unique practices and values set Ohana Care Maui apart in senior care services? How does Ohana Care Maui support caregivers during their initial shifts with a client? What are the different levels of in-home care services offered by Ohana Care Maui? How does the agency navigate pricing structures and insurance plans for senior care? What challenges do families face when seeking senior care resources, and how does Ohana Care Maui assist them? How do emotional bonds between caregivers and clients enhance the quality of care provided? Resources from this Episode 808-633-7748 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34948640

022: How Can Tutu Take Care of Her Brain? 01/15/2025

022: How Can Tutu Take Care of Her Brain? Join us as we sit down with neuropsychologist Dr. Thomas Harding, Clinical Director of the Maui Memory Clinic. Dr. Harding offers insights into the range of cognitive issues that can arise with age, from subjective cognitive impairment (SCI) to mild cognitive impairment (MCI) and dementia, emphasizing the critical nature of early identification. Discover the strategies for managing MCI, whether vascular or Alzheimer’s-related, as Dr. Harding explains how neuropsychologists assess brain function and collaborate with other professionals to deliver comprehensive care. Our conversation takes a closer look at the comprehensive services offered by the Maui Memory Clinic. Dr. Harding walks us through the neuropsychological assessments that play a key role in evaluating brain function for individuals with memory challenges, Alzheimer's, dementia, or those recovering from strokes and accidents. We discuss the importance of recognizing when age-related forgetfulness becomes more serious, guiding listeners on when to seek professional help. Dr. Harding also shares the significance of neuropsychological evaluations in treatment and rehabilitation planning. In this episode, you will hear: What strategies are recommended for managing mild cognitive impairment and slowing the progression of dementia? What comprehensive services and assessments does the Maui Memory Clinic offer for individuals with memory challenges? How can lifestyle choices, like diet and exercise, impact cognitive health and prevent decline? What role do neuropsychological evaluations play in treatment and rehabilitation planning for memory issues? How can families recognize signs of cognitive decline and determine when to seek professional help? What’s in Dr. Harding’s own supplement stack? Resources from this Episode Maui Memory Clinic- 2145 Wells St Suite 202 808-244-1007 Alzheimer's Association: Starting the conversation Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34858040

021: What if Tutu Only Needs a Couple Hours of Home Care? 01/08/2025

021: What if Tutu Only Needs a Couple Hours of Home Care? Mary Lester, our guest and the vice president of Ho'okele Home Care, tells us about the Vivia program, in which clients receive task-based services without the traditional four-hour daily minimum. Mary explains how such task-based services can revolutionize home care by catering to specific needs like medication management or shower assistance, making it a cost-effective solution for families.. We explore the impact caregiving services have on maintaining independence for clients facing challenges such as memory issues or mobility difficulties. Mary notes the peace of mind families gain when professionals manage caregiving responsibilities, ensuring a seamless support system even in unforeseen circumstances, such as a caregiver calling in sick. Our conversation also sheds light on the Vivia program’s expansion across Hawaii, focusing on its collaborative efforts with hospitals to facilitate smoother transitions for patients returning home, thereby bridging gaps in care. In this episode, you will hear: How is the Vivia program different than traditional in-home care models? How does the Vivia program address the specific needs of seniors, such as medication management and shower assistance? In what ways does the Vivia program collaborate with hospitals to support patient transitions? How does the Vivia program aim to serve rural communities in Hawaii? What role does long-term care insurance play in the services provided by the Vivia program? Resources from this Episode Ho’okele Home Care - MAUI: 808-877-6688 https://hookelehomecare.com/ Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34758790

020: The Heart of Hospice Maui: Supporting Families Through End-of-Life Care with Tanya Barbero 12/25/2024

020: The Heart of Hospice Maui: Supporting Families Through End-of-Life Care with Tanya Barbero Tanya Barbero, outreach coordinator at Hospice Maui, joins us to share her profound journey of over four decades in healthcare. Following her own rare bone cancer diagnosis, Tanya found her true calling in hospice care, where she advocates for embracing a "good death." Her story offers a touching perspective on how personal experiences can transform our approach to life and death, shedding light on the importance of community and support in end-of-life care. Her narrative is a call to re-examine how we perceive mortality and the dignity that can be found in the final stages of life. Born out of a volunteer initiative inspired by Dr. Kübler-Ross, Hospice Maui has grown into a Medicare-certified agency serving multiple islands. We explore the essential services offered, including the comforting environment of the Hospice Maui Hale, and discuss barriers to understanding and accessing hospice benefits. In this episode, you will hear: What is the history and evolution of Hospice Maui from a volunteer initiative to a Medicare-certified agency? How does Hospice Maui support families in planning and preparing for end-of-life care? What misconceptions exist about hospice care, and why is early referral important? How does Hospice Maui fund its operations? What role do palliative care and hospice services play in the US health care system, and how are they covered by insurance? How does Hospice Maui encourage open conversations about death and dying within families and communities? Resources from this Episode For referrals: 808-244-5555 400 Mahalani St. in Kahului Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34612285

019: The Importance of having Independent Living Plans for Returning Veterans 12/19/2024

018: Margie Albete and Zaira Katsuda Teach Us How to Apply for Medicaid 12/06/2024

018: Margie Albete and Zaira Katsuda Teach Us How to Apply for Medicaid We’re delighted to chat with Margie Albete and Zaira Katsuda from Hale Makua Health Services. With Margie’s amazing 41 years of experience in financial counseling and admissions, paired with Zaira's expertise on the nursing side, we explore the meticulous process of ensuring potential residents meet both clinical and financial qualifications. Their guidance will equip you to confidently manage the admissions process and secure the best care for your loved ones. Join us as we unravel the emotional and logistical challenges that families face when dealing with Medicaid eligibility. From understanding the state’s intricate asset criteria and five-year look-back period to navigating property transfers, our discussion sheds light on common missteps and offers solutions to avoid costly penalties. Through real-life stories, such as a Lahaina family affected by the fires, we highlight the resilience required in overcoming unexpected hurdles and the importance of professional guidance in achieving eligibility. We take a deep dive into revocable and irrevocable trusts in Medicaid planning, covering the nuances of Hawaii state regulations and the implications of trust-to-trust transfers. From the challenges of joint bank accounts to the strategic use of life estates and leasebacks, we provide a comprehensive guide to safeguarding your family's financial future amidst the demands of long-term care. In this episode, you will hear: Insights on Hawaii Medicaid and long-term care admissions processes Challenges families face with Medicaid eligibility, including asset criteria and the five-year look-back period. Importance of professional guidance in managing property transfers and avoiding penalties. Detailed exploration of revocable and irrevocable trusts in Medicaid planning. Strategies for asset protection, including life estates and leasebacks. Emphasis on the collaboration between clinical and financial assessments in the admissions process. Resources from this Episode Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34314895

017: Linden Joesting and Bo Mahoe are Here for Maui County Veterans 11/29/2024

017: Linden Joesting and Bo Mahoe are Here for Maui County Veterans Linden Joesting and Bo Mahoe join us this week to tell us about the legacy of the Nisei Veterans, whose valor during World War II influenced Hawaii and continues to inspire today. Bo, a Vietnam veteran, shares his personal journey from draftee to dedicated advocate for veterans' rights across Hawaii. Linden became an attorney in private practice and then served with the United States Coast Guard for seven years. She has focused her legal practice on advocating for veterans. We take a look at the intricate world of veterans' benefits law, highlighting the challenges of navigating a system burdened with backlogs and appeals. Our discussion sheds light on how administrative law plays a crucial role in securing benefits for those who served and the historical advocacy efforts that have led to significant policy changes. In this episode, you will hear: Honoring the legacy of Nisei veterans in Hawaii and the work of the Nisei Veterans Memorial Center Challenges faced by veterans in accessing benefits and support in remote areas The impact of community service and education outreach on veteran support Navigating the complexities of PTSD claims The enduring spirit of patriotism and perseverance of Nisei veterans How best to prepare for a benefits claim Resources from this Episode Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34202640

016: What Was it Like to be on Maui During WWII? Scott Fisher Reflects on His Service as a U.S. Marine and His Project to Preserve Maui’s WWII History 11/22/2024

016: What Was it Like to be on Maui During WWII? Scott Fisher Reflects on His Service as a U.S. Marine and His Project to Preserve Maui’s WWII History We’re keeping our November Veteran’s Month going by welcoming Scott Fisher, a Marine Corps veteran, historian, and dedicated Maui community member to the podcast! Scott shares his personal experiences as a marine deployed at Guantanamo Bay, Saudi Arabia, Kuwait, and Okinawa, then describes his oral history project collecting stories from Maui WWII veterans and their families. Scott provides a deep and multifaceted perspective on service and the importance of both community and preserving our history. In this episode, you will hear: Scott’s Early Life and Military Service: Growing up in Kula, Maui and enlisting in the Marine Corps at 17 His training in infantry and explosives and his deployment to Guantanamo Bay Military Service in the Gulf War: Scott’s experience during the Gulf War in 1990, including his time in Saudi Arabia and Kuwait and his role in Operation Desert Storm. Reflections on combat conditions and the emotional impact of service Oral History Project: Scott’s efforts to gather and preserve the stories of WWII veterans on Maui, emphasizing the importance of sharing these histories with future generations WWII History of Maui: A look at Maui’s role during World War II, including the Japanese submarine attacks on Kahului Harbor and espionage activities at Kula Hospital Personal stories of local Japanese American families, their struggles with the questioning of their loyalty during wartime, and the internment of Japanese Americans on Maui The emotional toll of war and the contributions of Japanese American families despite facing racism and suspicion Veterans Support and Mental Health: Scott’s thoughts on the quality of services he has received from the VA Resources From This Episode: Maui Historical Society: Nisei Veterans Memorial Center: Hawaii Land Trust: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/34108866

015: Chelsea Fernandez and the Importance of Connection for Maui Veterans 11/15/2024

015: Chelsea Fernandez and the Importance of Connection for Maui Veterans This week on the Taking Care of Tutu Podcast, we are delighted to welcome Chelsea Fernandez, U.S. Army Veteran and tireless volunteer for veterans. Born on the Big Island, Chelsea moved to Maui after she returned from Iraq in 2005. Recognizing that many younger veterans—especially those from recent conflicts—weren’t aware of the resources available to them through the VA and other community organizations, Chelsea felt it was crucial to bridge this gap and provide support to veterans returning home. Chelsea noted that younger veterans often don’t identify as veterans because they don’t fit the traditional image of older veterans. She wanted to create a space where younger veterans could feel understood and supported by their peers. Chelsea founded Na Koa Kahiko Wahine, a women’s veterans group that celebrates its 10th year this year. The organization brings together women from various military eras, focusing on shared experiences and challenges that women face both in the military and when transitioning back to civilian life. The group offers a sense of camaraderie and support to women veterans, providing opportunities to connect and share experiences. Chelsea serves as president of the Maui County Veterans Council, which helps organize events to honor Veterans Day and Memorial Day and also supports other veteran organizations. She works with the Veterans of Foreign Wars (VFW) and has served on the Governor's Advisory Board for the Office of Veterans Services. Her motivation stems from her grandfather's service in the Korean War. Earlier this year, Chelsea played a pivotal role in bringing us the Wall That Heals, in which a replica of the Vietnam Veterans Memorial was brought to the Big Island and Maui. She tells us all about how they got the wall here and how it was viewed by 13,000 people! Chelsea offers multiple avenues for veterans to connect with support groups, including through the Maui County Veterans email, the Office of Veteran Services, and the Student Veterans Lounge at the University of Hawaii Maui College. She encourages veterans to make the most of opportunities to meet others who share similar experiences. This sense of community and camaraderie is crucial, even if veterans do not need specific services right away. In this episode, you will hear: Why don’t some younger veterans seek out support? What is Na Koa Kahiko Wahine? What is the role of the Maui Veterans Council, the VFW, and the Governor’s Advisory Board in assisting veterans? What is the Wall That Heals, and how were we so lucky to get it to Maui? What are some ways for veterans to seek out support? Resources from this Episode Na Koa Kahiko Wahine: Maui Veterans Council: Veterans of Foreign Wars: The Wall that Heals: Veterans Service Council, 333 Dairy Road, Kahului, Maui Community Based Outreach Clinic (CBOC) - Maui Clinic Vets Center - Rehab & Counseling Center in Maui Lani Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/33943482

014: Pastor Bill Staton Advocates for Maui Vets 11/06/2024

014: Pastor Bill Staton Advocates for Maui Vets This week we welcome Pastor Bill Staton, a retired veteran and veterans’ services counselor on Maui, to the podcast. Originally, Bill’s job was helping veterans navigate the complex systems of veterans’ financial benefits. However, Bill quickly realized the need to advocate for the holistic needs of veterans returning from conflicts and their families. Bill talks about challenges faced by veterans, including an ingrained military culture of not complaining, which can make it difficult for many veterans to ask for help. We discuss how the perseverance of the Nisei veterans and their families reshaped perceptions of Post Traumatic Stress Disorder, and Bill addresses the ongoing reluctance among Gulf War veterans to seek support. Bill breaks down the various benefits available to our veterans, including the important question of where to begin. We cover medical care through the Community-Based Outpatient Clinic, long term care, burial services, support groups, and education under the GI Bill. Pastor Bill Staton’s candid observations reflect a deep commitment to advocate on behalf of our veterans. In this episode, you will hear: Evolution of veteran services from financial applications to holistic support Nisei veterans' impact on PTSD perception and compensation Challenges Gulf War veterans face in seeking PTSD support Overview of veteran benefits, including medical care, compensation, burial, long term care Importance of tailored support for National Guard and Reserve members Note: Bill observed in the interview that when he was working, Hale Makua Health Services did not have a contract with the VA due to a difference in pharmacy packaging. We reached out to Hale Makua and were happy to learn that they do now have a contract with the VA, and residents are able to fill prescriptions with the VA if they choose. Resources from this Episode Veterans Service Council, 333 Dairy Road, Kahului, Maui: Start Here! Community Based Outreach Clinic (CBOC) - Maui Clinic: Find out if you are eligible for medical care Vets Center - Rehab & Counseling Center in Maui Lani Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/33838437

013: Does Tutu Need a Conservatorship & Guardianship? 10/30/2024

012: But Who’s Caring for the Caregivers? Kathleen Couch and her team at Maui Adult Day Care Centers! 10/16/2024

012: But Who’s Caring for the Caregivers? Kathleen Couch and her team at Maui Adult Day Care Centers! This week on the Taking Care of Tutu podcast we’re happy to have Kathleen Couch, program coordinator & caregiver at Maui Adult Day Care Centers. We’ll learn about the four locations for Maui Adult Day Care Centers, how they differ, and the services provided. Kathleen shares her 20 years of experience working with seniors to teach us how to enhance communication with loved ones experiencing Alzheimer's or dementia, and how embracing their perceptions can maintain their dignity and comfort. We hear about how the centers not only support clients but also serve as a reprieve for caregivers, which ultimately benefits the clients and their families. Kathleen discusses the fees for Maui Adult Day Care Centers and also highlights scholarship programs from the Hawaii Community Foundation and Maui County Office of Aging that provide free essential services, from meals to transportation. With a focus on helping clients and their caregivers create supportive networks, Kathleen helps us cherish the collective journey of caregiving. In this episode, you will hear: Maui Adult Daycare's services, including flexible hours and sundowning sessions. Strategies for effective communication with Alzheimer's and dementia patients. The role of day care centers in supporting caregivers and providing respite. Community resilience and support during challenging times, including wildfire recovery. Scholarship programs and resources available through Hawaii Community Foundation and Maui County Office of Aging. Resources from this Episode 808-871-5804 Annual Caregiver Walk on Saturday October 19 at Queen Kaahumanu Center (7am-11am) Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/33482057

011: Teana Kahoohanohano & Alohi Gomes Serve Tutu with Aloha at Hale Makua Health Services 10/10/2024

011: Teana Kahoohanohano & Alohi Gomes Serve Tutu with Aloha at Hale Makua Health Services Join us this week on the Taking Care of Tutu Podcast as we sit down with Teana Kahoohanohano and Alohi Gomes from Hale Makua Health Services. Teana and Alohi share what motivated them to work at Hale Makua and their commitment to giving back to our local kūpuna. We think you’ll be surprised by the variety of services Hale Makua offers–from skilled nursing to the Kalele program, designed to ease residents' transition from residential care to the comfort of their homes. We learn about the complexities of navigating care transitions and the vital role that social services can play in ensuring smooth transitions and preventing rehospitalization. Our conversation highlights the importance of accurate information and collaboration among families, insurance providers, and healthcare professionals to streamline the discharge planning process. We discuss common misconceptions about Medicaid and property ownership, aiming to provide clarity for families making critical care decisions. Teana and Alohi describe Hale Makua’s unique "neighborhood" organization, which fosters a homey, inclusive atmosphere and encourages residents to engage in meaningful activities and relationships. From dietary accommodations to security protocols, every aspect of resident care is carefully considered. We hear stories of connection and dedication, such as finding comfort in a Monday Night Football game, that illustrate the bonds formed between staff and residents. Tune in to learn how Hale Makua's team goes above and beyond to ensure every resident feels valued and at home. In this episode, you will hear: What services does Hale Makua offer? What are some misconceptions about Medicaid and property ownership? What is the role of social services in discharge planning and collaboration with families and insurance providers? What is it like to live at Hale Makua? How is it set up, what is there to do, and what is there to eat? How does the Hale Makua team keep residents safe and well cared for? Resources from this Episode 808-873-6600 Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/33407607

010: Debbie Priest and Clint Langham Welcome You to Roselani Place 10/02/2024

009: A Glance into Life at Kalama Heights with Tim Johnston 09/25/2024

008: What if Tutu has Too Much to Qualify for Medicaid? 09/18/2024

008: What if Tutu has Too Much to Qualify for Medicaid? In our last episode of Taking Care of Tutu, we learned what tutu is allowed to own and still qualify for Medicaid in Hawaii. But what if tutu has more than that? What if she has a house, or more than $2000? Does she have any options? On this episode of "Taking Care of Tutu," we’ll discuss tutu’s options to qualify for Medicaid while still preserving her hard-earned savings. From investing in a prepaid funeral plan to making crucial home improvements and even acquiring a new vehicle, we will explore practical methods to convert assets that Medicaid counts into assets that Medicaid exempts. These strategies will help tutu meet Medicaid's stringent requirements while also offering tangible benefits to her family. In this episode, you will hear: Strategies to convert countable assets into exempt ones for Medicaid eligibility Examples of spending down assets, such as prepaid funeral plans, home improvements, specialized vehicles Understanding the Medicaid exemption that allows someone to give a house to their adult child Rules and penalties for transferring properties to children, siblings, or children with disabilities Exploring Medicaid's five-year look-back period and its impact on asset gifting Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/33105787

007: Does Tutu Qualify for Medicaid? 09/11/2024

006: Brandon Jarnesky of United Construction Group wants to help Tutu Make Her Home Safer 09/04/2024

005: Create Your Honu Space with Belia Paul 08/28/2024

005: Create Your Honu Space with Belia Paul Interested in a more peaceful and organized life? Belia Paul of A Honu Space is on the podcast to share practical tips on making homes safer and more accessible, easing future burdens on family members, and understanding the deep emotional ties to cherished belongings. Learn how proactive estate and living space management can be a priceless gift to your children, encouraging meaningful conversations and the passing down of family histories. Belia shares her extensive expertise in organizing and decluttering, focusing on safety and convenience for seniors. We'll discuss the vital role of compassionate, non-family members in helping seniors make thoughtful decisions about their possessions. Gain insights into common safety concerns like unstable furniture and clutter, as well as innovative solutions, such as elder concierge services and automated pill dispensing systems that can significantly enhance the quality of life for seniors. Of course, downsizing and transitioning to smaller living spaces is also an emotional journey. Learn about the benefits of organizing not just for seniors, but for their children too, as we highlight the importance of preserving family histories and ensuring that seniors maintain their independence without feeling like a burden. This episode is packed with advice and practical solutions to help you and your loved ones navigate the challenges of aging gracefully. Resources from this Episode A Honu Space: Instagram: @ahonuspace Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/32764497

004: Jackie Boland & AARP Hawaii Want to Help You Age in Place this Saturday! 08/21/2024

004: Jackie Boland & AARP Hawaii Want to Help You Age in Place this Saturday! Get ahead of the curve in planning for a successful aging journey with insights from Jackie Boland, Community Outreach Director and 29-year employee of AARP Hawaii. Learn about the upcoming Maui Aging in Place Workshops on August 24th, featuring sessions on estate planning, housing options, home modifications, and more. Jackie emphasizes the critical importance of early planning and connecting with local resources, ensuring that listeners can navigate the future with confidence and peace of mind. Discover the pivotal role AARP plays in advocating for the well-being of older adults. With a projected 20% budget shortfall in Social Security by 2035, AARP's educational initiatives and lobbying efforts are crucial. Jackie sheds light on AARP’s unwavering commitment to supporting caregivers in Hawaii, highlighting partnerships with organizations like the Alzheimer’s Association, and sharing the invaluable resources available to those caring for dementia and Alzheimer's patients. From fragmented care systems to the shortage of care workers on neighbor islands, we discuss solutions and support systems that can make a world of difference. Learn about caregiver communication strategies, leveraging technology, and the significance of caregiver support groups. This episode is packed with valuable information and resources to empower caregivers and their loved ones, making it a must-listen for anyone involved in caregiving. Join us as we connect, support, and uplift the caregiving community, and join us this Saturday at AARP’s Aging in Place workshops! In this episode, you will hear: The importance of early planning for aging and connecting with local resources. Overview of the upcoming Maui Aging in Place Workshops on August 24th, covering estate planning, housing options, home modifications, and more. Insights into the future of Social Security, including the projected 20% budget shortfall by 2035 and AARP’s advocacy and education efforts. AARP’s partnerships with organizations like the Alzheimer’s Association to support caregivers of dementia and Alzheimer's patients. Strategies for caregiver communication, leveraging technology, and the importance of support groups. Resources from this Episode: Information Events Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/32654772

003: How to Do Your Estate Plan 08/09/2024

003: How to Do Your Estate Plan We’ve learned about probate in Episode 002, and we know we’d like to avoid it. We’re imagining a world in which loved ones receive our assets in a simple, stress-free way, with no legal complications. Join us today as we simplify estate planning, focusing on when it is and is not appropriate to name beneficiaries on financial accounts. We consider the often-overlooked challenges and best practices for managing minor beneficiaries. We highlight the time-consuming, expensive journey of appointing a conservator when minors are named as direct beneficiaries and stress the importance of using trusts to minimize potential legal hurdles. We also share practical strategies for avoiding probate in Hawaii, such as using beneficiary forms judiciously and creating trusts. We’ll walk you through the best practices for designating beneficiaries for financial accounts and properties and consider why trusts are preferable over naming minor children as direct beneficiaries. You'll learn about the differences between per stirpes and per capita designations, the necessity of multiple beneficiaries, and the benefits of transfer on death deeds for simpler estates. We also delve into the mechanisms and advantages of revocable living trusts, which streamline asset management without the need for probate. In this episode, you will hear: How to avoid probate in Hawaii The benefits of using trusts over direct beneficiaries The importance of naming contingent beneficiaries Practical tips on using beneficiary forms Differences between per stirpes and per capita designations The creation of a revocable living trust for seamless asset management A sneak peek into the complexities of Medicaid rules Follow and Review: We’d love for you to follow us if you haven’t yet! Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on by selecting “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/32519567

002: What is Probate, and How Can I Avoid it? 07/19/2024

002: What is Probate, and How Can I Avoid it? Perhaps you have heard the term “Probate” and wonder, “What is involved in the process?” Or maybe a loved one has passed away and you are responsible for probating his or her estate? In this episode, we describe what is required to settle an estate through probate in Hawaii. We break down why many people aim to avoid probate, a process that can be time-consuming, frustrating, and needlessly expensive. We’ll walk you through the essential steps–from obtaining a death certificate to filing initial court paperwork – so you'll gain a deeper understanding of Hawaii's probate system and can make an informed decision about your own estate planning. Don’t like the sound of probate? Our next segment will focus on strategies to avoid probate altogether. By the end of this episode, you'll be equipped with the knowledge to navigate the legal mechanics of caring for your ohana with clarity and confidence. Don’t miss this essential guide to understanding probate and estate planning in Hawaii. In this episode, you will hear: What is Hawaii's probate process? What are the pros and cons of probate? How can Personal Representatives (i.e. Executors) maintain the trust of beneficiaries and avoid misunderstandings? How can people bypass probate entirely, ensuring a smoother process for families? Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/0b774db3-7021-4a29-a9d1-da224ada4f7a/id/32216917

Taking Care of Tutu - Navigating Estate Planning and Probate with Aloha

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