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San Diego and Salt Lake City estate planning attorney Kristina R. Hess shares current updates to estate planning and tax law.

  • 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, American Cancer Society Monica Szakos…

  • 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. Del Mar Times KR Hess…

  • Charitable Remainder Trust Benefits with Kristina Hess

    The Benefits of a Charitable Remainder Trust Listen as Jack Campbell and Kristina R. Hess walk through a scenario where a charitable remainder trust benefits clients who are interested in downsizing their primary residence. Charitable remainder trusts are irrevocable trusts that let you donate assets to charity and draw annual income for life or for…

  • Estate Planning Podcast

    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…

  • Proposed Tax Law Changes impacting Estate Planning

    Proposed Tax Law Changes Impacting Estate Planning

    The following is a summary of most of the tax law changes related to estate planning included in pending legislation as of September 2021.

  • Prop 19: Huge Property Tax Increase on Inherited Properties Goes Into Effect on February 16, 2021

    Update for May 2021 – Prop 19 is currently in effect; however, the California Senate has approved a bill which would extend the implementation two more years to February 16, 2023, to allow more people to plan. Stay tuned if this passes CA congress we will be able to assist more families with Prop 19…

  • 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 it could be there are…

  • For Californians with assets under $166,000 who do not own real estate, a will would be sufficient

    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 that San Diegans get a…

  • estate planning and covid-19

    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 the worldwide spread of the…

  • 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…

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