Legacy Maker: Protect Your Family's Financial Future & Ensure Your Legacy Endures | Asset Protection

Estate Planning for Retirement Accounts: Key Strategies and Mistakes to AvoidIn this episode, Kristina Hess, an experienced estate planning attorney, breaks down how to effectively manage retirement accounts during estate planning. She covers important updates like the SECURE Act, beneficiary designations, and tax implications, helping listeners safeguard their assets and maximize legacy. Main top...

Charitable giving can be one of the most meaningful parts of an estate plan...if the vehicle matches the family’s goals. In this episode of Legacy Maker, Kristina Hess, Esq. breaks down three of the most common charitable planning tools: donor-advised funds (DAFs), private foundations, and charitable trusts (CRTs and CLTs). The discussion is intentionally high-level and focuses on the key decision...

Why Owning Real Estate in a Corporation Is Often a Mistake In this episode, attorney Kristina Hess explains why putting real estate in a corporation like an S-Corp or C-Corp can lead to significant tax, legal, and legacy issues. She offers practical alternatives for real estate investors to maximize asset protection, tax efficiency, and ease of transfer. Key Topics: -Why owning real estate in an S...

Are you interested in ensuring that your wealth lasts beyond your lifetime? In this episode, estate planning attorney Kristina Hess breaks down how multi-generational trusts can help preserve wealth, protect assets, and instill values across generations. Key topics:-What is a multi-generational trust and why it matters-Common mistakes that cause trust failure (control, distribution standards, flex...

In this episode, estate planning attorney Kristina Hess breaks down the recent legal updates from the OBBA bill, focusing on how these changes impact estate taxes, gift strategies, and enhanced vehicles for wealth transfer. Whether you're a business owner, parent, grandparent, or simply planning your legacy, this episode provides actionable insights to optimize your estate planning before 2026...

In the first episode of the Legacy Maker Podcast, Kristina Hess shares why legacy planning is deeply personal—not just professional. Through her own story and the loss of her father, a man whose heart was set on legacy, Kristina reveals the lessons that shaped her passion for helping families plan with intention and foresight. This episode explores the critical difference between estate planning a...

As someone who has helped hundred of families preserve their generational wealth and family's futures, I felt it necessary to pull the curtain back on some hard learned lessons that are essential to protect your legacy. Click play to start your legacy making journey...