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Creating Legacies

  • Happy Holidays and Warm Wishes for 2026

    Greetings clients, friends and partners. Happy holidays and warm wishes for a prosperous and healthy new year! If you didn’t receive our newsletter, you can download it here to read about the changes enacted by the One Big Beautiful Bill Act. 2025 Seems to have passed like a whirlwind! Here are some updates: Rachel Lee Rachel…

  • San Diego Retirement Trust Attorney

    How To Protect and Preserve Your Accounts When You’re Gone: Legacy Retirement Trust™ from San Diego Retirement Trust Attorney We now have massive amounts of wealth in retirement plans, 401ks, Roth IRAs, Traditional IRA, SEP, Defined Benefit Plans, 457b, and so forth. The question is, what will happen to those accounts when you’re gone? Some people…

  • Avoid Capital Gains Tax by Building Legacies

    From the Desk of San Diego Estate Planning Attorney, Kristina R. Hess Do you have Real Estate, Stock or other Assets that have appreciated significantly? Do you want to sell the asset (maybe you no longer wish to be a landlord), but you’re concerned about the 35+% capital gains tax? Here in California, the state…

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