Join Us for One of Our Upcoming Webinars on Timely and Important Estate Planning Topics
Recent Topics:
Preparing for the Sunset of the Estate Tax Exemption on December 31, 2025
- How to make sure you are ready for the estate tax exemption to be cut in half from $13 plus million per person to approximately $6 plus million per person
- Some best practices and strategies that you must implement now to avoid hefty taxes later
- How to disinherit the IRS
What to Do When Your Spouse or Loved One Dies
- Be prepared with the 7 steps to handling a loved one’s estate
Did you miss our webinar series from last December …?
How to Make Sure Your Living Trust Doesn’t Fail
… and how to transfer your real estate, bank accounts and other assets to your Trust.
Advanced Estate Tax Planning: To SLAT or not to SLAT
… for those with large estates is a Spousal Lifetime Access Trust right for you? Why you need to plan now before the Estate Tax Exclusion Amount and Lifetime Gift Exclusion Are Cut in Half ($5 million) on 12/31/2025
The NEW Corporate Transparency Act
… what you need to know about the new Federal Treasury reporting requirements for entities such as Corporations and LLCs.
These webinars will be hosted by San Diego Trust and Estate Planning attorney, Kristina R. Hess, who has over 24 years of experience and is a Certified Specialist in Estate Planning, Trust & Probate Law, she is a Berkely Law Grad and her mission is to inspire generosity, empower your generations and equip you to create legacies.