Infinity Estate Law Group LLLC

08/19/2024

We are excited to see you at our Estate/Legacy Planning Seminar this Saturday, 10 AM, at the KROC Center😄

07/23/2024

🌺 Exciting News! 🌺

I’m thrilled to announce my upcoming series on Estate Planning across the beautiful Hawaiian Islands. We’ll explore how to secure your legacy and ensure what truly matters to you and your family is protected.

But that’s not all! In the spirit of leaving a lasting legacy, I’m proud to share my commitment to fund a clean water project for a community in Africa with CHARITY
by year’s end. Together, let’s build a better future for all. 🌍💧

Stay tuned for more details and join me on this journey of making meaningful impacts! 🌿✨

03/10/2024

Such a pleasure being interviewed on KupunaWiki Radio 🌺😌 sharing my top insights on Estate planning here...

Julie Suen, Esq., Principal Attorney, Infinity Estate Law LLLC, talks about Estate Planning and alternative options to Wills (Probate) and Trusts, and the importance of taking an inventory of assets and determining what you have and how your assets are going to be distributed upon your death, in add...

12/06/2023

It was a pleasure to be interviewed by Kaleo in his podcast. We talked story and wisdom on death, creativity, and of course, estate planning! Listen to how my approach as an estate planning attorney is unique - https://youtu.be/EpTLXa-BKnU?si=xpDPYT5TIA0vn3iO

05/10/2021

Are Your Revocable Trust Agreements Prepared for Changes Ahead?
(Read our Blog for a summary of proposed changes.)

Your trust agreements already have a Credit Shelter Trust mechanism built in place if we have prepared them for you. Otherwise, please contact us at INFINITY ESTATE LAW GROUP for a no-fee trust review and I may advise you on whether this is in place within your existing estate plan.

With a properly prepared trust, you already have the right to "double" the estate tax (federal or state) exemption between U.S. citizen spouses (or for non-citizen spouse, with a QDOT in your trust) by having his/her plan specify that at the time of the first death, the surviving spouse has the choice to disclaim an outright all or part of their inheritance to fund into a credit shelter trust for their benefit for the remainder of his/her lifetime.

The estate tax and lifetime gift tax exemption (which was temporarily doubled until 2025) is currently $11.7 million per person ($23.4 million for married couples). In addition, there is a $15,000 per donee gift tax exclusion ($30,000 if spouses agree). The current estate tax rate on amounts in exce...

03/13/2021

It was an honor to be featured on the KupunaWiki Radio Show- check it out here: https://kupunawiki.com/infinity-estate-law-julie-suen/

01/22/2021

Estate Planning is NOT about buying documents: it's about planning:

(1) proper designations for decision-makers, assets and gifts you can make now so that you won't leave behind a hassle for loved ones.
(2) for your children and how they would be best cared for if you cannot be here for them.

We work differently. Client-service and compassion are our priorities. See what others have said:
https://www.yelp.com/biz/infinity-estate-law-group-honolulu-5

06/06/2020