Podcast

Call

Estate Planning

  • 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…

  • Proposed Tax Law Changes impacting Estate Planning

    The 5 Legal Documents Everyone Needs

    From the Desk of Will and Trust Attorney, San Diego, Kristina R. Hess: Everyone needs some legal planning.  Yes, even your San Diego college students, could benefit from having an Advance Health Care Directive and  a Power of Attorney. Once you are 18 and you are an adult, you cannot make medical decisions for your…

  • San Diego Estate Planning News

    From the Desk of San Diego Trust Attorney, Kristina R. Hess: Greetings Everyone! Check out my video newsletter below… 2015 Estate Tax Credit is $5.43 million per person, up from $5.34 million in 2014. If you think you may have a taxable estate, contact us about advance estate tax planning strategies and legacy building for…

  • San Diego Estate Planning Strategies in a Low Interest Environment

    From the desk of San Diego Probate Attorney, Kristina Hess Interest rates continue to be low … in this environment, there are certain estate planning strategies that could work for you. The federal government requires the use of certain interest rates to value various items used in estate planning, such as an income, annuity, or…

  • Happy New Year 2013!

    Happy New Year 2013! From the desk of San Diego estate attorney, Kristina R. Hess (Hess) Here we are on the eve of a new year.  I love this time of year.  I am particularly compelled by the newness of the new year.  I am drawn in by the endless possibilities, a time to begin…

  • What to Do if Your Spouse Won’t Plan

    From the desk of San Diego Estate Attorney, Kristina Hess Estate planning dilemma of the day: What do you do if your spouse will not, absolutely refuses to do any estate planning?  You own a home, you have children, you know that you know that you need to get this done!  You want your loved…

  • When it Comes to Estate Planning, Sometimes We Need to Get Over Ourselves

    From the Desk of San Diego Estate Planning Attorney, Kristina Hess Ideals are good.  Standards are Good.  Excellence is Good.  We are called to do well and be excellent.  For sure! But sometimes our desire to have things “just right” or “perfect” can be a real hindrance. Can we be real? In preparing estate plans…

  • Don’t Wait Until You Are Stranded in Your Car Before Getting Your Affairs in Order

    From the Desk of San Diego Trust and Probate Attorney, Kristina Hess I heard this story on the radio this morning about a man in Montana who was stuck in his car for three days!  His car got stranded in a snow storm. Every hour he played 15 minutes of angry birds and ran his car’s…

  • San Diego Estate Planning New Year’s Resolution

    From the desk of Kristina Hess, San Diego Trust Attorney I love January.  I write this every January it seems.  But, I particularly love January this year because after last year, a clean slate, fresh start, and new beginning is more refreshing than ever!! So, as a San Diego will and trust attorney I am…

  • The Problem with Prefabricated Estate Plans

    From the desk of Del Mar, San Diego Estate Planning Lawyer, Kristina Hess Prefabricated Estate Plans A lot of San Diego companies are now offering prefabricated estate plans to their employees.  Alternatively, San Diego companies are offering legal insurance that will cover a basic will and then you pay additional fees for a California living…

Categories