FROM THE ATTORNEYS PEN
by Michelle H. Tucker
At Sterling & Tucker, we spend each day finding
new solutions to unique problems that our clients face.
The problems might relate to taxes, estate planning,
investment alternatives or crisis management, or any
number of other concerns that are brought to our attention.
We derive a great deal of pleasure helping our clients
navigate toward a successful financial future. It seems
that once or twice a day, at least, a question comes
up that not one of us has faced before, and we pride
ourselves in finding the optimum solution.
At Sterling & Tucker, lawyers, CPAs and investment
and insurance advisors work collectively to address
your needs. Add together the solutions from each day
of problem solving over the last 25 years, combine the
experiences of the over 18 professionals who work here,
together with our equally dedicated staff, and what
you get is an encyclopedia of knowledge.
What is the sum total of all of that knowledge? TOTAL
WEALTH MANAGEMENT. Thats what I thrive on.
You may be working with us on only one aspect of your
financial future with one group of our professionals
to solve one of your concerns. There are two areas that
most people concede need attention: planning for death
and taxes. Planning for life is much more engaging,
I find. If we only prepare your estate plan, it will
be an excellent plan, but we may not see you more than
once in your life. If we prepare your tax return, we
may see you each year, but perhaps only briefly.
Total Wealth Management is a multi-disciplinary approach
to solving lifes challenges. We help you focus on what
you want to achieve during your life. Many of lifes
rewards (not all) require money. Which ones are you
working toward? Are you on track to achieve your goal?
Is it a house for your family, an education for your
children, a comfortable retirement for yourself, good
care for your parents, or a charitable foundation? Or
maybe you just want to make prudent investment decisions?
Or just avert potential disaster.
A highly qualified team of professionals dedicated
to total wealth carethats Total Wealth Management.
Where can you learn more? You can learn a lot from us
for little or no cost. We devote considerable time,
money and energy bringing you these educational opportunities:
* Public Seminars: Offered monthly, on Estate Planning
and Long Term Care & Medicaid Planning;
* Financial Workshops: For clients, at our offices
details in this newsletter
* Private Client Seminar: Held annually, this year
scheduled for November
* Three Books: TOTAL WEALTH MANAGEMENT, A WILL IS NOT
ENOUGH IN HAWAII, and GUIDING THOSE LEFT BEHIND
* Monthly Newsletters and electronic newsletters
* Websites: sterlingandtucker.com,
hawaiielderlaw.com,
wealthcarehawaii.com,
cpasofhawaii.com
and hawaiimedicaid.com
This month at our office, income tax preparation is
our main focus. Most of you are aware that this is tax
season. I have found, though, that as people get older,
they sometimes stop filing their tax returns. If you
are feeling like you cant do it anymore, dont hide
it, get help. Call us, because we can help. It has never
been fun doing it yourself anyway. And you kidsI am
referring to my peers, the 50+ year-olds soon to be
or newly admitted to AARPif you have parents who are
getting forgetful, offer a helping hand. Sometimes,
parents will refuse help because they dont want to
be a burden. Reach out with a kind gesture anyway. And
another thing: if your parents ask you to sign papers,
consider what you are signing. How many of our parents
ask us to sign something, and we oblige without question
OR attention? Your parents are preparing to avert a
crisis; they want you to be prepared. What good can
you do if you dont even remember what you signed? Its
you that your parents love, and for you that they are
leaving a legacy. It means a lot to them for you to
be well prepared. Pay attention.
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