Hosted by Bank of Hawaii’s The Private Bank and Commercial Banking Group, the Estate Preservation for Future Generations webinar offered an informative look at how thoughtful estate planning can help protect family wealth across generations.
Led by Curtis Fessler, Senior Wealth Strategist, and Ben Miller, JD, Financial Planner, the session explored key concepts including how property is transferred after death, the role of transfer taxes, and actionable strategies to safeguard financial legacies.
Attendees learned how proactive planning can reduce uncertainty, minimize tax burdens, and ensure that assets are passed on according to their wishes. Whether just beginning the estate planning journey or refining an existing strategy, the webinar provided clear guidance to help families prepare for the future with confidence.
To explore estate planning strategies or how we can help you support your legacy goals, please consult your Relationship Manager at Bank of Hawaii’s The Private Bank.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or investment advice. You should consult your own tax, legal, or accounting advisors before engaging in any transaction.
