San Diego Estate Planning Workshops

New Webinar Series:

“How to Make Sure Your Living Trust Doesn’t Fail”

December 1, 2023 — Watch the Replay

How to Make Sure Your Living Trust Doesn’t Fail

December 8, 2023 — Watch the Replay

Advanced Estate Tax Planning: To SLAT or not to SLAT For those with large estates

December 15, 2023 — Watch the Replay

The NEW Corporate Transparency Act

The Truth About Estate Planning Seminar

• Tuesday, March 19, 2024 — Filled

• Wednesday, March 20, 2024 @ 6:00pm

• Thursday, March 28, 2024 @ 11:30am

Join me, Kristina R. Hess, for the “Truth About Estate Planning” at our San Diego Office (located at 12264 El Camino Real, San Diego, CA 92130). Space is strictly limited, so reserve your seat now. We keep the size small so that all your questions may be answered.

Everyone needs an Estate Plan, it’s vital for any individual, couple, or family that owns a home and has assets. The truth is no one is promised tomorrow! I know you’ve worked hard to build wealth — now it’s time to make sure you have a Rock Solid Estate & Legacy Plan that ensures you and your loved ones are taken care of and you don’t lose wealth to probate court, fees, taxes and predators!

It’s time to make sure your Estate Planning is in good order. You will learn how comprehensive estate planning can be used to maximize your retirement accounts to provide care for yourself and to preserve your legacy for generations. This seminar will provide you with proven strategies to save fees, taxes, and provide asset protection and security for you and your loved ones.

Discussion Topics:

  • How the new SECURE ACT could lead to tax disasters when retirement plans pass to beneficiaries AND what we can do about it.
  • Discover a way out of capital gains tax for highly appreciated assets
  • Why Living Trusts Fail and How To Avoid It
  • Wills vs. Trusts
  • How to give firewall protection to your child’s inheritance and incentivize them
  • How to avoid the 7 most critical estate planning mistakes
  • How you can create multi-generational trusts which can protect your assets inherited by your loved ones from divorce, lawsuits and future estate taxation.

Book Kristina Hess to Speak to Your Group or at Your Next Event and Be Inspired, Motivated, and Equipped …

“I was born for this… to inspire, motivate, and equip you to be all you were created to be; to do all you were created to do; and to create all you were destined to create… including wealth, abundance, successful families, inventions, businesses, and solutions to difficult problems.  And to live with LOVE, in PEACE, and with abundant JOY!  And to empower your generations, and to build enduring and powerful legacies!  Yes!” Kristina R. Hess, Owner of KR Hess Law, Attorney, Mediator, Legacy Building Coach, and Inspirational Speaker

Kristina is a Berkeley trained lawyer, with over 24 years of experience in the legal field and she is also a certified mediator and conflict resolver.  She is the owner and managing attorney at KR Hess Law, PC, a San Diego, CA based estate planning and legacy building practice. She is passionate about empowering families to build powerful and enduring legacies.  Kristina believes in a holistic approach to estate planning, law, mediation, health and wellness, and legacy building.

Kristina can custom tailor a keynote address or workshop presentation specifically for your group or event, or you can choose from the topics about which she frequently speaks:

“10 Biggest Estate Planning Mistakes” – make sure you have a rock-solid legal plan that protects your family and your assets. Kristina discusses the most frequent estate planning mistakes to avoid, the recent tax law changes, how to leave your children a protected inheritance, how to make sure your Trust doesn’t fail, the 5 legal documents everyone needs and much more!

“7 Easy Steps You Must Take to Protect Your Children” –Child Guardianship Planning and Wills and Trusts to make sure your precious children are always provided for no matter what! Kristina discusses what every parent needs to know to make sure their precious children are protected and provided for and raised by who they want in the event of a tragedy.  What legal documents you need to have in place and how to make sure your assets are readily available for the children while avoiding the public probate court process.

“You Want to Leave a Legacy? How Will They Remember You?”  — Kristina discusses legacy building, in an inspiring and educational manner, to expand your mind about your own legacy and being intentional about building legacy with your life.

“Are Your Children Ready to Inherit Your Wealth?” – How can you empower your generations to succeed and not squander… Statistics show that 70% of wealth transfers result in involuntary loss in the first generations. That means that 70% of families FAIL at successfully transitioning wealth. By the Third Generation 90% fail.  What is going wrong and what can you do about this to change the course of history in your family and create SUCCESS?

“Mediation Marketing Success System” – Kristina has created a Mediation Business and Marketing Success System to equip mediators to build a sustaining practice. Kristina interviewed the top mediators in the country to learn their secret strategies and mindsets to building a successful practice and gathered their collective wisdom in audio interviews and in her 60 page Action Plan.  Kristina presents on mediation marketing for professionals.

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  1. Pingback: Guide to 2018 Estate Tax Law Changes | KR Hess Law

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