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Trust and Estates

  • Estate Planning Webinar Series – December 2023

    Did you Miss our December Webinar Series? Watch the Replays on our YouTube channel

  • 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…

  • 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…

  • How to Access a Decedent’s Safe Deposit Box in California

    From the desk of San Diego Probate Lawyer, Kristina R. Hess: Research and contribution by Victoria Koenitzer How To Access a Decedent’s Safe Deposit Box in California If your loved one has recently passed away, the last thing you want to deal with is the hassle of figuring out how to access their safe deposit…

  • 3 Reasons to Have a Living Trust

    From the Desk of Trust and Estate Lawyer in San Diego (North Coast) There are a multitude of reasons to have a living trust. I cannot begin to cover them all, but I will touch on the main three reasons to have a living trust very briefly here. Reason #1: Protecting Property for Certain Beneficiaries…

  • A Primer on Wills and Trusts

    From the Desk of San Diego Estate Planning Attorney, Kristina Hess I get questions all the time on wills and trusts.  Below is an introduction to wills and trusts.  Generally, if you own a home or have assets over $150,000, in California you will need a living trust and a Pour Over Will. A Primer…

  • 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…

  • Does it Make Sense to have a Living Trust? Dave Ramsey’s Misconceptions Could Cost You

    From the Desk of San Diego Trust Attorney, Kristina R. Hess: I tend to doubt that many San Diegans would believe some of the common misperceptions and misconceptions that exist around Living Trusts (otherwise known as revocable living trust, inter vivos trust, etc.).  In my experience, most of the people in San Diego with whom…

  • 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…

  • Does My Living Trust Need to be Fixed?

    From the Desk of San Diego Probate Attorney and Estate Lawyer, Kristina R. Hess Imagine my surprise when some new clients of mine, (fictitiously named in this San Diego Trust Attorney Blawg, of course, to protect confidentiality and privacy) Sam and Sallie, of Santa Luz, showed me a newspaper advertisement. The headline of the ad…

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