Category: Blog

Small Business Reporting Requirements for 2024

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 …

Estate Planning Webinars – June 2024

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 …

Estate Planning Information Seminar

 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 …

Legacy Planning Lunch and Learn

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, …

Carmel Valley Estate 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. …

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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