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CHRISTOPHER B. JOHNSON
ATTORNEY AT LAW
(888) 838-8771

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Estate Planning
27
JUL
2020
Y2K - Year 2000 problem

Shield Your Large Estate from Coming Changes to Federal Estate and Gift Tax Exemptions

Remember the Y2K scare? If you’re of a certain age, then you probably recall the blood-chilling fear that our vast global financial network wouldn’t be able to handle a simple date change from the year 1999 to 2000. As Dick Clark prepared for another of his rockin’ New Year’s Eve...
11
FEB
2019

Estate Planning and Your Student Loans

If you are like many people in your 20s and 30s, and even your 40s and beyond, the student loans that you took out for college and graduate school might be the most significant financial aspect of your life. As home ownership rates go down in large metropolitan areas, the amount...
19
JAN
2019

Does California Have an Estate Tax?

California is known for many superlatives: having the largest population of any state in the U.S. for one, with much of that ongoing population growth due to the natural beauty, livability, robust industries, diversity and resources of the states. California is also known for...
05
JAN
2019

What Happens to a Mortgage After the Owner Dies?

Given the long-term nature of most residential mortgages, it is not at all uncommon for a mortgage to be still in existence at the time that the owner of the property dies. The property itself will be transferred either due to the terms of the deed, the will the owner had in...
02
NOV
2018

The Benefits of a Charitable Remainder Trust

If you wish to leave a legacy in your estate to a charitable institution, there are estate planning tools that will allow you to make a substantial gift of your estate and provide significant tax benefits during your life. A charitable remainder trust can greatly benefit a...
10
SEP
2018
can-appoint-trustee-trust

Can You Appoint Yourself the Trustee of Your Own Trust?

Every trust will have at least three roles connected to it: 1) the settlor or grantor of the trust who funds the trust; 2) the beneficiaries of the trust who receive the benefit of the trust; and 3) the trustee who manages the trust property for the benefit of the beneficiaries....
24
AUG
2018

Is Estate Planning Only For People Subject to the Estate Tax?

While the news is filled with tales of ultra-wealthy people and the steps they take to protect that wealth, it can be easy to think that wealth-protecting steps and instruments are only useful to those living in a different financial stratosphere than the average middle class,...
16
AUG
2018

3 Estate Planning Issues to Address Prior to Your California Marriage

Marriage is a wonderful thing, and your wedding day should be all about celebrating the romance and joined lives of you and your spouse! But marriage is also an event that has profound legal and financial implications for both you and your spouse as you move forward together....
23
JUL
2018

Do I Need to Create a Whole New Will to Make Just a Few Changes?

One reason people have for not creating a will (not a good reason, to be clear) is that they feel that doing so is premature when they are not sure: 1) who exactly they will want to benefit at the time that they die, and 2) what exact property will be in their estate at the time...
16
JUL
2018

Why Is “Avoiding Probate” Such a Big Deal in Estate Planning?

If you’ve been researching the field of estate planning or shopping around for estate planning options, you have probably heard the phrase “avoid probate” mentioned here and there as a reason for choosing one option over another. If you have been intimately involved in a probate...
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Christopher B Johnson

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Christopher B. Johnson Attorney at Law
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