In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by estate planning attorney Stacy Takekawa to explain how probate works and how assets transfer after death. They discuss what probate is, when it’s required, and the key steps involved in the process, including the roles of personal representative, creditors, and the court.

They also cover how probate works specifically in Hawaiʻi, common misconceptions about the process, and how proper estate planning, such as coordinating wills, trusts, and beneficiary designations, can help simplify things for families.

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