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

Tag

trust and estates
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...
15
JAN
2019
Clipboard with a document titled

Do I Need a Trustee For a California Trust?

Most people who endeavor to create a trust in California are aware of at least some of the benefits. Two primary benefits are that, by creating a separate legal entity to hold property (that separate legal entity being the trust), the original owner of the property can: 1) confer...
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...
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,...
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...
11
JUL
2018

3 Dangers With Creating Your Own Will

Just type “wills” into Google, and you will be bombarded with advertisements offering to sell you a discount do-it-yourself package at a fraction of the cost of working with an estate professional to create a will. Saving money is good, right, so what could the problem be with...
27
FEB
2018
old woman sitting and comforting each other

The Benefits of an Irrevocable Trust

In creating a trust for the benefit of others, a primary issue to address is whether you would like to make the trust revocable or irrevocable. As the names suggest, a revocable trust is one that you, as the creator, have the right to revoke at any point, meaning you can transfer...
14
NOV
2016

How Estate Planning Can Help Your Loved Ones Make Money After Death

There are a lot of theories and beliefs about what happens to us after we die, but one thing we know for sure is that death puts a definite crimp on our ability to go out and put in a solid day’s work at the office. That said, for entrepreneurs and investors who make the right...
17
OCT
2016

How to Prevent Executors From Making These Common Mistakes

If you have already named an executor for your estate, then you have taken the first steps to making sure your family and loved ones will be taken care of after your passing. But, unfortunately, many executors end up making costly mistakes which lower the value of the estate you...
05
JUL
2016
Trust and Estate Papers Rolled Up and Isolated on White Background.

What is a Living Trust? Do I Need One?

Making sure loved ones are provided for after death is the number one priority for many people. One of the biggest concerns in estate planning is ensuring that your heirs inherit exactly what you intend after you pass. Living trusts are valuable tools that can help you control...
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Christopher B Johnson

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Christopher B. Johnson Attorney at Law
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Trusts, Dynasty Trusts, and Helping Your Descendants

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