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 …
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? …
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 …
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 …
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 …
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 …
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 …
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 …
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? …
From the Desk of San Diego Trust and Probate Attorney, Kristina Hess Last week I was writing about 2012 being the year to make big gifts… for some. But maybe you are saying to yourself, that’s great, but I’m not in the multi-million dollar estate range and so the opportunity …
