How to Access a Decedent’s Safe Deposit Box in California

From the desk of San Diego Probate Lawyer, Kristina R. Hess: Research and contribution by Victoria Koenitzer How To Access a Decedent’s Safe Deposit Box in California If your loved one has recently passed away, the last thing you want to deal with is the hassle of figuring out how …

3 Reasons to Have a Living Trust

From the Desk of Trust and Estate Lawyer in San Diego (North Coast) There are a multitude of reasons to have a living trust. I cannot begin to cover them all, but I will touch on the main three reasons to have a living trust very briefly here. Reason #1: …

A Primer on Wills and Trusts

From the Desk of San Diego Estate Planning Attorney, Kristina Hess I get questions all the time on wills and trusts.  Below is an introduction to wills and trusts.  Generally, if you own a home or have assets over $150,000, in California you will need a living trust and a …

San Diego Estate Planning News

From the Desk of San Diego Trust Attorney, Kristina R. Hess: Greetings Everyone! Check out my video newsletter below… 2015 Estate Tax Credit is $5.43 million per person, up from $5.34 million in 2014. If you think you may have a taxable estate, contact us about advance estate tax planning …

Does My Living Trust Need to be Fixed?

From the Desk of San Diego Probate Attorney and Estate Lawyer, Kristina R. Hess Imagine my surprise when some new clients of mine, (fictitiously named in this San Diego Trust Attorney Blawg, of course, to protect confidentiality and privacy) Sam and Sallie, of Santa Luz, showed me a newspaper advertisement. …

Setting Aside a Trust: Did Someone Take Your Inheritance?

From the Desk of San Diego Will and Trust Attorney, Kristina Hess. Research and contribution by Klint LeBlang Are you worried about your family after life and want to ensure you provide for them? Do you want to avoid the costly, time-consuming process of probate? A living trust provides an …

Number One Reason Why Living Trusts “Fail”

From the desk of San Diego estate lawyer, Kristina Hess San Diegans, you may have heard that the only foolproof way to avoid your loved ones having to pass through the time consuming (think 1.5 years if no contests and everything runs smoothly), public, and expensive San Diego Probate Court …

How Do I Change my Trust? Here’s What Not to Do

From the Desk of San Diego Estate Attorney, Kristina Hess Polly and Sam from Del Mar, California want to know how to change their revocable living trust.  They created a joint trust over 10 years ago and their life has changed. They had another child, and the persons they selected …