Charitable Giving

  • Legal Update: One Big Beautiful Bill Act

    From the Desk of San Diego Estate Planning Attorney Kristina R. Hess with contribution from Rachel Lee 
In July 2025, the One Big Beautiful Bill Act was signed into law, making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and introducing new opportunities for families, business owners, and high-net worth individuals.…


  • Charitable Remainder Trust Benefits with Kristina Hess

    The Benefits of a Charitable Remainder Trust Listen as Jack Campbell and Kristina R. Hess walk through a scenario where a charitable remainder trust benefits clients who are interested in downsizing their primary residence. Charitable remainder trusts are irrevocable trusts that let you donate assets to charity and draw annual income for life or for…


  • Global Giving … The Ins and Outs of Charity Around the World

    From the Desk of San Diego, Del Mar/Carmel Valley Trust Attorney, San Diego Estate Planning Group, KR Hess Law — Kristina R. Hess The Ins and Outs of Global Giving Earthquakes…  Tsunamis… Typhoons… We watch in horror as these natural disasters and the human suffering they bring unfold before our eyes. And we want to…