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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.

  • 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…

  • Perfectly Imperfect Estate Plan

    From the desk of San Diego Will and Trust Attorney, Kristina R. Hess Greetings! Today I want to talk to you about the imperfectly perfect estate plan. You see, I see this a lot.  Let’s say John and Jill of La Jolla, CA, have the benefit of a nice lifestyle.  A beautiful home in the…

  • Creating Legacies Video Newsletter February 2015

    February Video Newsletter This is a belated happy New Year. Do you have one word for the new year? I like goals and plans, but this year I was also inspired to have one word to describe the year I wanted. The word I got…. “GROWTH.” Hmmm, it is a good word. But how many…

  • Happy Holidays! Creating Legacies December 2014

    Updating your Trust? Webinars for older Trusts and Creating Legacies in the new year! Greetings!  From the desk of San Diego Estate Planning Attorney,  Kristina R. Hess. Check out our video newsletter. Happy Holidays San Diego Estate Planning and Probate Attorney, Kristina R. Hess

  • 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.…

  • What Realtors and other San Diego Professionals Need to Know About Probate

    What You Need to Know About Probate A Guide for Professionals By Kristina R. Hess, San Diego Probate Attorney and Counselor at Law Scenario I:  Real Property Owner Dies Without a Living Trust (and no survivorship on title).  The estate must go through Probate before the property can be sold.  There are 3 big evils…

  • Realtors and other San Diego Professionals: How Should Your Clients Take Title To Their Home?

    How Should Your Clients Take Title To Their Home? A Guide for San Diego Realtors By Kristina R. Hess, San Diego Will, Trust and Estate Attorney and Counselor at Law I recently spoke to a group of Realtors at Keller Williams in La Jolla, California.  Realtors are the first in line to educate their clients/customers…

  • How You Ended Up In Probate Court!?

    From the desk of San Diego Probate Attorney, Kristina R. Hess Yes, you thought your mother/father had done everything right!  They set up a revocable living trust while they were alive.  They transferred their house and rental property to the Trust…. brokerage account, maybe a bank account or two… Yet, they forgot something. Retirement accounts…

  • Lost Asset Protection for Inherited Retirement Accounts? The US Supreme Court’s Recent Ruling

    From the Desk of San Diego Will and Trust Attorney, Kristina R. Hess Retirement Account Asset Protection Lost? The Supreme Court’s Recent Ruling On Inherited IRAs Until recently, IRAs or other qualified retirement accounts were a great way to build wealth in a tax-deferred and asset protected manner.  Many people had a sense of security…

  • Business Succession Planning

    Do you know what happens to your business if something happens to you? From the Desk of San Diego Estate and Business Planning Attorney, Kristina Hess Business owners often are so busy building their business, they don’t think about what happens to the business if something happens to them (death, disability, retirement…) A business succession…

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