Bay Area, San Diego Estate and Tax Planning, Medi-Cal, and Veteran's Benefit Lawyers

Littorno Law Group has office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, California and assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, and Veteran’s Benefits. Our firm practices in many areas of estate planning. This web site was designed to save you time and money by walking you through the basics of estate planning and the associated tax issues. Some other matters with which we assist clients include:

Estate Taxes Intrafamily Loans vs. Trust Loans
Two methods for providing financial help to a loved one If a relative needs financial help, you can offer an intrafamily loan. However, if it’s not properly executed, such a loan can carry substantial negative tax consequences. Also, if you lack liquid assets, an intrafamily loan may not be...
Intrafamily Loans vs. Trust Loans  View Full Article
Estate Planning Handle an Inherited IRA With Care
An inherited IRA can be a welcome financial windfall. But the rules governing required minimum distributions (RMDs) from these tax-deferred accounts are complex. IRA recipients should familiarize themselves with these rules to avoid potentially costly tax mistakes. End of the “stretch” IRA Until relatively recently, IRA...
Handle an Inherited IRA With Care  View Full Article
Estate Planning Estate Planning Red Flag – You’ve Sent Your Child to College Without an Estate Plan
As you create a checklist of things your college-aged student will need for the upcoming school year, a critical, and often overlooked, item is an estate plan. Even though your child likely has few assets to his or her name, a basic estate plan is a necessity should the unthinkable happen.
Estate Planning Red Flag – You’ve Sent Your Child to College Without an Estate Plan  View Full Article
If you are in need of an knowledgeable attorney in any of the practice areas above please contact our Bay Area CA Estate Planning, VA Benefits and Medi-Cal Law Firm today.

Littorno Law Group assists clients throughout Contra Costa County from our offices in Pittsburg, Pleasant Hill, San Mateo and Rancho Bernardo, California, including Antioch, Brentwood, Clayton, Concord, Lafayette, Moraga, Martinez, Danville, San Ramon, Pleasanton, Livermore, Fremont, Oakland, Piedmont, San Diego, San Mateo, Escondido, San Marcos, Vista, Oceanside, Carlsbad, Fallbrook, Bonsall, Encinitas, La Jolla, Poway, Rancho Bernardo, Del Mar, and the surrounding areas and suburbs.

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