WishfulThinking
PLANNED GIVING: A Q&A WITH AT TO R N E Y GEOFF SOGI
Planning for the future is an essential but often times stressful, confusing endeavor. We asked Geoff Sogi, an attorney specializing in estate planning and long-term care planning at Honolulu law firm Tamashiro Sogi, to answer some of the most frequently asked questions surrounding estate planning and planned giving. Geoff serves on our Young Leaders Board and is a volunteer Wish Ambassador with a heart for the Make-A-Wish mission. Since joining the board last fall, he has been dedicated to leveraging his professional expertise toward making a difference in the lives of wish families and our community.
G EO F F ’S 3 STEP S
FO R STA RT I N G YO U R ESTAT E PLA N: 1. Work with an attorney you trust to create the estate plan. 2. Make sure your attorney knows the types of assets that you own and their values. 3. Think about whom you would trust to carry out your wishes if you could not do so for yourself. It is important to choose people who understand your intentions and will carry them out the way you want them to.
“I was interested in becoming involved with an organization that allowed me to make a direct impact on a person’s life.” - Geoff
