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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…

  • Family Attorney Kristina Hess Hits Best Seller List with More Than Money

    Press Release: Family Attorney, Kristina Hess hits the Amazon.com Best Seller List with “More Than Money” Kristina R. Hess, San Diego-based Estate Planning Attorney, recently hit two separate Amazon.com best seller lists with the new book, More Than Money: Creating a Legacy That Really Matters. San Diego, CA – May 18, 2011 – Kristina R.…

  • Gifting to Nieces and Nephews

    What You Don’t Know Can Hurt You (and them) From the Desk of San Diego Trust and Estate Lawyer, Kristina R. Hess  Picture this scenario… You’ve worked hard, saved and managed to accumulate some wealth. You’re not a robber baron by any means but you’re comfortable.  Your siblings haven’t fared as well and you want to make sure…

  • Trust Planning – Should I loan my son money for a down payment on a home?

    From the desk of Will and Trust Lawyer in San Diego, Kristina R. Hess I recently had a discussion with someone about the pros and cons of loaning children money for down payments on a house. On the one hand, housing prices in California are very high, and many kids need help getting the cash…

  • IRA Legacy Trusts? How Your Retirement Accounts Can Build Wealth for Future Generations

    From the Desk of Estate Lawyer, Kristina R. Hess, Did you know that your retirement accounts can be a wealth building tool for the generations? Retirement accounts are also a really good tool for your charitable giving? If you do not spend all your retirement assets before you pass on to a better place, where…

  • Empowering the Generations

    March Video News From the desk of San Diego Will and Trust Attorney, Kristina R. Hess Greetings Everyone! Happy Spring. I hope you are enjoying the amazing San Diego weather.  If you missed our child guardianship planning and trust workshop last Thursday, March 26th where I shared “7 Easy Steps You Must Take to Protect…

  • Happy Thanksgiving! Inspiring Generosity

    From the Desk of San Diego Probate and Trust Attorney, Kristina R. Hess, of KR Hess Law, PC. Happy Thanksgiving! I say this every year, but Thanksgiving is my FAVORITE holiday.  Expressing Gratitude is so important and allows us to open our minds and hearts to all of our blessings and makes room for more.…

  • Who Would Be Able to Access Your Digital Assets if You Died?

    From the Desk of San Diego Estate Attorney, Kristina R. Hess In today’s world, we communicate largely through email and connect with people electronically, on twitter, facebook, instagram, and the like. What happens when you die or become incapacitated? Will your loved ones be locked out of accessing your accounts? Would you want them to…

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