Charitable Remainder Trust with Kristina Hess (audio)

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 …

Reduce Estate Taxes to Maximize Your Wealth Transfer

Estate tax exemptions are expected to decrease in the near future. However, ILITs (irrevocable life insurance trusts) can help you reduce estate taxes to maximize your wealth transfer to future generations.

In this episode of Kyle Malmstrom’s podcast, Kyle speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and Kristina as they explain what ILITs are, how to set them up, the tax benefits, and why they are becoming increasingly relevant among high-net-worth individuals.

In this episode, Kristina discusses:

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Happy Holidays! Plus Tax Law Changes for 2021

Greetings friends, clients and colleagues… Thank you for voting KR Hess Law Best Trust and Estate Planning Attorney on the SD North Coast for the 4th Time! We so appreciate your referrals to friends and family! Tax Law Changes There have been a lot of tax law changes this year and …

San Diego Attorney to Provide No Cost Wills

Press Release No Cost Wills for Those in Need in Light of COVID-19 San Diego Estate Planning Attorney, Kristina R. Hess is offering no cost wills for local residents in need, in light of the COVID-19 crisis that has swept across the world. “Now more than ever, it is critical …

Estate Planning in Light of COVID-19

Are Your Will and Trust Up to Date? From the desk of San Diego Trust Attorney, Kristina R. Hess, KR Hess Law PC Estate Planning and COVID-19 The world as we know it has changed dramatically over the course of the last several weeks as we have been confronted with …

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 …

Guide to 2018 Estate Tax Law Changes

From the desk of San Diego Trust and Estate Attorney, Kristina R. Hess of KR Hess Law, PC

Greetings and a very Happy New Year!

I hope everyone is having an amazing new year. 2018 is set to be a stellar year – even if we have a little market correction going on …

We are in full swing here at KR Hess Law and will continue to offer regular seminars on the Truth About Estate Planning.


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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 …