We are thrilled to announce the launch of our Client Care Program, designed to provide comprehensive support and peace of mind for your estate planning needs with concierge level service. This program offers a suite of services to ensure your estate plan remains current, effective, and aligned with your goals. …
With the passage of Proposition 19, California property owners face new challenges and opportunities in estate planning, particularly regarding property tax reassessment. Here’s what you need to know to effectively plan for these changes, including increased property taxes: 1. Understanding Proposition 19: Effective February 16, 2021, Proposition 19 significantly altered …
As we enter 2025, it’s important to stay informed about the current estate tax exemptions and laws that may impact your estate planning. Here’s a brief summary of 2025 estate tax update: These updates highlight the importance of reviewing your estate plan to ensure it aligns with current laws and …
CTA Imposes New Small Business Reporting Requirements for 2024 From the desk of San Diego and Salt Lake City based estate planning attorney, Kristina R. Hess Small business owners will have one more item on their compliance to-do list when the Corporate Transparency Act (CTA) takes effect next year. The …
I want to invite you to join me for one of my Free Estate Planning webinars: Preparing for the Sunset of the Estate Tax Exemption on December 31, 2025 How to make sure you are ready for the estate tax exemption to be cut in half from $13 plus million …
Did you Miss our December Webinar Series? Watch the Replays on our YouTube channel
at La Jolla Christian Fellowship What to Expect When the Unexpected Happens Sunday, October 15, 2023 at 12:30 p.m. The Truth About Estate Planning You will want to attend this complimentary Estate Planning information seminar … Now, more than ever, make sure your assets go to the people you love …
with the American Cancer Society Learn about the important work of the American Cancer Society and gain valuable Legacy Planning and Estate Planning advice with a complimentary lunch provided. Legacy Planning Speakers include: Kristina Hess, Estate Planning Attorney at KR Hess Law, P.C. Rosella Saucier, Director Estate & Gift Planning, …
Spotlight on Local Business KR Hess Law was honored to be highlighted by the Del Mar Times regarding our Carmel Valley estate planning services. From asset protection to estate planning and guardianship, KR Hess Law has been helping families in San Diego meet their goals for more than 10 years. …
The Benefits of a Charitable Remainder Trust Listen as Jack and Kristina walk through a scenario where a charitable remainder trust could benefit his clients who are interested in downsizing their primary residence. The benefits of a Charitable Remainder Trust include: Eliminate capital gains taxes on the amount going into …
