Estate Planning is the process of preparing a strategy for transferring your assets at death. This includes your home, personal possessions, bank accounts, stocks, bonds, business, and other financial interests.

Estate Planning can be a very complex job, and is not something to be taken lightly. First Hawaiian Bank can work with you and your attorney to help you plan your legacy.

For more information, call us at 525-7134 or toll-free at 1-888-287-0398. You can also visit any conveniently located First Hawaiian Bank branch and ask for a Wealth Advisor.

Having a will is good, but it's just the beginning of Estate Planning. You must, first and foremost, consider your goals as they pertain to your family and estate. For some people, you must also include smart tax planning, because estate taxes can significantly diminish the wealth you want to leave to your family. Keeping estate taxes as low as possible means more wealth to your family.

A legal arrangement in which an individual (the Trustor) gives fiduciary control of property to a person or institution (the trustee) for the benefit of beneficiaries.

A trustee is an individual or organization which holds or manages and invests assets for the benefit of another. The trustee is legally obliged to make all trust-related decisions with the beneficiary’s interests in mind. Trustees may be entitled to a payment for their services

A fiduciary is an individual, corporation or agent holding assets for another party, often with the legal authority and duty to make decisions regarding financial matters on behalf of the other party.