Resources
We’re committed to providing our clients with all the information they need to protect their legacy.
Heartfelt Legacy Foundation
"This Heartfelt Legacy Foundation will serve as our charitable arm. The Heartfelt Legacy Foundation’s main purposes include serving families who have children with disabilities, and bringing a system called Respecting Choices to Hawaii to assist families in making End of Life Decisions and manage through these most difficult of times. The Heartfelt Legacy Foundation is always open to providing support to our community where it sees a need and where it sees that it can make a positive differences."
Learn moreThe American College of Trust and Estate Council
"The American College of Trust and Estate Counsel (ACTEC) is a group of peer-elected trust and estate attorneys across the US and abroad. It is not easy to become a Fellow in ACTEC. Our Fellows must have more than 10 years of experience in the active practice of probate and trust law or estate planning. Lawyers and law professors are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching and participating in bar activities. It is their aim to improve and reform probate, trust and tax laws, procedures, and professional responsibility."
Learn moreAcademy of Special Needs Planners
"The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers that assists them in providing the highest quality service and advice to persons with special needs and to their families."
Learn moreAdditional articles from Stephen B. Yim
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Transitions
A thanatological perspective of life changing events which prompt one to consider preparing for incapacity and mortality.
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My Heartfelt Advance Care Plan
A booklet designed to guide you through questions about what quality of life means to you, to ferret out your intentions, values and beliefs. These questions encourage you to reflect on your ideas about your healthcare and how you wish to be treated. This booklet is also intended to help you communicate those intentions, values, and beliefs to your loved ones and care providers. The goal is to communicate now so that your wishes are clear when you can no longer speak.
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The Memorandum of Intent
This Memorandum provides guidance to the people we appoint with respect to child rearing practices, important choices, and our wishes regarding our children’s care. This Memorandum is to be considered binding to the extent possible.
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My Heartfelt Will
The intent of this booklet is to give you the chance to say, in your own words, how you feel about planning for your passing, to provide an organized summary of your bequests to the important people in your life, and to communicate hopes and desires that your estate plan does not.
Recommended reading
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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
By Roy Williams, Vic Preisser
"I think this book will be a jewel for anyone who wants to get started with planning wealth transfer. More than that, it is a gift for families who haven't figured out the basics of how to get along, appreciate each other for each member's talents or developed the trust needed to be in harmony."
- Pete Coors, Chairman of Coors Brewing Company
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Being Mortal: Medicine and What Matters in the End
By Atul Gawande
"The late, great philosopher Ronald Dworkin recognized that there is a second, more compelling sense of autonomy. Whatever the limits and travails we face, we want to retain the autonomy - the freedom - to be the authors of our lives. This is the very marrow of being human."
- Atul Gawande, Being Mortal
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Reclaiming Conversation: The Power of Talk in a Digital Age
By Sherry Turkle
"We begin to think as a tribe of one, loyal to our own party. We check our messages during a quiet moment or when the pull of the online world simply feels irresistable. Even children text each other rather than talk face-to-face with friends - or, for that matter, rather than daydream, where they can take time alone with their thoughts.
It all adds up to a flight from conversation - at least from conversation that is open-ended and spontaneous, conversations in which we play with ideas, in which we allow ourselves to be fully vulnerable. Yet these are the conversation where empathy and intimacy flourish and social action gains strength."
- Sherry Turkle, Reclaiming the Conversation: The Power of Talk in a Digital Age
