Greetings clients, friends and partners. Happy holidays and warm wishes for a prosperous and healthy new year!
If you didn’t receive our newsletter, you can download it here to read about the changes enacted by the One Big Beautiful Bill Act.
2025 Seems to have passed like a whirlwind! Here are some updates:
- Rachel Lee joined KR Hess Law this fall as a Law Clerk and soon to be Associate Attorney. Rachel graduated from UC Irvine School of Law in 2025.
- Client Care Members, we will be mailing out renewals. If you would like to continue to receive all the flat fee benefits of unlimited updates, look out for your update.
- All clients get a Complimentary 3 Year Review of their estate plan. There is no cost to update your Family Wealth Inventory, but changes to your plan will incur a flat fee; Premium Clients, you will be getting an annual review packet for your review.
- Kristina is starting a PODCAST in January – “Legacy Maker” so stay tuned and we hope you will listen in on YouTube or on podcasting platforms.
- Much love and abundance for a wonderful new year!
Rachel Lee
Rachel Lee earned her bachelor’s degree from the University of Southern California and is a recent graduate of the University of California, Irvine School of Law (UCI Law). At UCI Law, she served as President of the UCI Tax Law Society and as Associate Editor of the UCI Law Review. At KR Hess Law, Rachel approaches estate planning with compassion and care and is dedicated to providing attentive, client-focused service.