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Tuesday, April 27, 2021

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CONSIDER ALL THE ANGLES OF JOINT OWNERSHIP

SHHHH, THIS IS A SILENT TRUST, LET'S KEEP IT QUIET!

The CARES Act - Recent Tax Law Changes

Estate Planning Pitfall- You Have Not Created a Road Map for your Estate Plan

Decanting

THE CARES ACT

The CARES Act Creates Charitable Tax Incentives

Take the Proper Steps to Insulate your Estate from Creditors

ESTATE PLANNING PITFALL

HOW DOES THE SECURE ACT AFFECT ESTATE PLANNING?

Blog Categories

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Archived Posts

Intentionally Defective Grantor Trust
You Haven't Addressed Pets in your Estate Plan???
7 Deadly Estate Planning Sins

September

WHAT'S NEW WITH THE KIDDIE TAX?
PUT PEN TO PAPER
ESTATE PLANNING WITH A FOREIGN TWIST!

May

Estate Planning Pitfall!
A Crummey Trust May Sound Pretty Good!
A Second Walk Down the Aisle

February

Estate Planning Through The Years
Estate Tax Laws Continue to Change, So Should Your Plan

2018

December

Estate Planning Red Flag
Basis Consistency Rules May Come Into Play When Inheriting Property

September

Securities Laws Can Derail Your Estate Plan
Estate Planning Pitfall....You Have Not Properly Funded Your Revocable Trust........

August

Understanding the Tax Angles of Self-Settled Trusts
Who Needs an Estate Plan?

July

Understanding the Contents of a Will
Should a Tax Apportionment Clause be in Your Estate Plan?
Estate Planning Pitfall

May

CHARITABLE GIVING IN A POST-TCJA WORLD

March

Pooled Income Trust and Public Assistance Benefits
Preparing your Family for an Emergency during School Hours
Protecting Your Vacation Home with a Cabin Trust

February

Treasure Hunts are Fun and Games? Think Again!
Borrowing From Your Retirement Accounts: Issues to Consider
What Happens If You Are Bequeathed a Car That No Longer Exists?

January

Important Steps to Plan for the Future of a Special Needs Child
What is a Pooled Income Trust and Do I Need One?
Planning for Your Final Sendoff

2017

November

What is Estate Tax Portability and How Does it Affect Me?
Protecting Your Legacy with Estate Tax Planning
Preparing to Meet With an Estate Planning Attorney

September

How a Prenuptial Agreement Can Protect Your Estate
The Difference Between Equal and Equitable Inheritances
Things to Consider in Establishing a Charitable Giving Plan

August

What are Letters Testamentary?
A Primer on Irrevocable Trusts
What is Settlement Planning?

July

A Primer on Advance Medical Directives
Why New Parents Need an Estate Plan
How to Leave Gifts to Step-Children

June

Estate Planning: Leaving Assets to a "Troubled" Heir
Problems with Using Joint Accounts as a Vehicle for Inheritance
Will or Won't? Things a Will Won't (or Can't) Do

May

What is Elder Law?
How to Keep Your Affluent Children From Turning into.....Well.....Brats!
What to Do After a Loved One Passes Away

April

If You're 70 and Have Considerable Assets, Should You Consider Medi-Cal/Medicaid Planning?
Can I Get in Trouble with the IRS for Trying to Reduce the Amount of Estate Tax That I Owe?
Making Decisions About End of Life Medical Treatment

March

Common Types of Will Contests
Top Five Estate Planning Mistakes
Responsibilities and Obligations of the Executor/Administrator

January

Making you Home Senior-Proof
Testamentary Substitutes
Disinheritance

2016

December

The Rule Against Perpetuities
Preventing Will Contests
Removal of a Trustee

November

Don't Disinherit with a Dollar
Young and Ill, without Advance Directives
The Revocable Living Trust

August

Is A Copy Of A Will Sufficient?
A Simple Will Is Not Enough
A Shared Home but Not a Joint Deed

July

You've Established an Estate Plan. Do you Know Where the Documents are? Does Your Family?
Utilizing Family Limited Partnerships as Part of Your Estate Plan
The "Sandwich Generation"--Taking Care of Your Kids While Taking Care of Your Parents

June

People....The Essential Component of Your Estate Plan's Success
What Are The Powers And Responsibilities of an Executor?
How Does Life Insurance Fit Into My Estate Plan

May

Paying for Your Grandchildren's Education
Family Foundations: What, Why and How
Testamentary vs Inter Vivos Trusts

April

How to Calculate Estate Tax
When is a Person Unfit to Make a Will?
Should a Power of Attorney be a Part of my Estate Plan?

March

Estate Planning: How Are Certificates of Shares Passed Down
Selecting An Executor Post Mortem
What is a Tax Basis and How Will it Affect My Estate Plan

February

Choosing a Guardian for Minor Children
Mediation: Is It Right For You?
What is an Estate Tax? Is It the Same as an Inheritance Tax?

January

Can an Individual be Held Responsible For His or Her Deceased Loved One's Debts?
Costs Associated with Dying Without a Will
Why Shouldn't I Use A Form From The Internet For My Will?

2015

December

Is There Anyway a Disinherited Child Could Receive an Inheritance from an Estate?
What Your Loved Ones Absolutely Need to Know About Your Estate Plan
Things to Consider When Picking an Executor

November

First Party and Third Party Income Trusts, Explained
Controlling Estate Planning Through Trusts
What is a Life Estate?

October

What is Estate Recovery?
Five Common Reasons a Will Might be Invalid
What is the Spousal Share of an Estate?

September

Role of the Successor Trustee
Glossary of Estate Planning Terms
Avoiding Common Mistakes in Estate Planning

August

What Would Happen if Another Child is Born After Establishing an Estate Plan?
Would Transferring Your Home to Your Children Help Avoid Estate Taxes?
Estate Planning for the Chronically Ill

July

Executors' Fees: How much are they and can the deceased make you agree not to take one?
Business Succession Planning Tips
Leaving a Timeshare to a Loved One

June

Eight Reasons Young People Should Write a Last Will and Testament
When Will I Receive My Inheritance?
When to Involve Adult Children in the Estate Planning Process

May

Refusing a Bequest
Your Wishes in Your Words
What Does the Term "Funding the Trust" Mean in Estate Planning?

April

Living Trusts & Probate Avoidance
A Living Will or Health Care Power of Attorney? Or Do I Need Both?
Do I Really Need Advance Directives for Health Care?

March

Preserving and Protecting Documents is Part of Healthy Estate Planning
Spendthrift Trusts
Preventing a Will Contest & Preserving Peace in the Family

January

Planning Pitfall: Probate vs. Non-Probate Property
Estate Planning for Unmarried Couples
Gun Trusts: Targeted Estate Planning

2014

November

Umbrella Insurance: What It Is And Why You Need It
Moving to Another State and How it Affects Estate Planning
Charitable Giving

October

Turning Over the Keys: Helping Older Drivers Make the Tough Decisions
Remarried? Protect Your Children With Proper Planning
Important Issues to Consider When Setting Up Your Estate Plan

September

Veteran's Aid & Attendance Benefit: Avoid Scans and Get Trustworthy Advice
Veterans' Non-Service Connected Pension Benefits
You've Finally Done Your Healthcare Directives--Now What?

August

Self-Settled vs. Third-Party Special Needs Trusts
Family Business: Preserving Your Legacy for Generations to Come
Avoid Family Feuds through Proper Estate Planning

July

Do Heirs Have to Pay Off Their Loved One's Debts?
Overview of the Ways to Hold Title to Property
Common Estate Planning Myths

May

Estate Planning Don'ts
What's Involved in Serving as an Executor
Guardianships & Conservatorships and How to Avoid Them

March

Coordinating Property Ownership and Your Estate Plan
Top 5 Overlooked Issue in Estate Planning
Should I Transfer My Home to My Children

February

Considering Online Estate Planning? Think Twice!
Estate Planning: The Medicaid (Medi-Cal) Asset Protection Trust
Retirement Accounts and Estate Planning

January

8 Things to Consider When Selecting a Caregiver for Your Senior Parent
Beware of "Simple" Estate Plans
Issues to Consider When Gifting to Grandchildren

2013

December

6 Events Which Can Trigger Will Revisions
How Much of Your Estate Will Be Left Out of Your Will
Advance Planning Can Help Relieve the Worries of Alzheimer's Disease

October

Senior Citizens Comprise Growing Demographic of Bankruptcy Filers
Overview of Life Estates
Filial Responsibility Laws

September

Common Estate Planning Mistakes Regarding Individual Retirement Accounts
Should You Withdraw Your Social Security Benefits Early?
Medicare vs. Medicaid

August

Joint Bank Accounts and Medicaid Eligibility
Living Trusts and Probate Avoidance
Coordinating Property Ownership and Your Estate Plan

July

Elder Law/Medicare Planning
Estate Planning Don'ts
Overview of the Ways to Hold Title to Real Property

June

VA Aid and Attendance Benefit
Beware of Simple Estate Plans
Do I Really Need Advance Directives For Health Care

May

Top 5 Overlooked Issues in Estate Planning

Littorno Law Group assists clients throughout Contra Costa County from our offices in Pittsburg, Pleasant Hill and Rancho Bernardo, California, including Antioch, Brentwood, Clayton, Concord, Lafayette, Moraga, Martinez, Danville, San Ramon, Pleasanton, Livermore, Fremont, Oakland, Piedmont, San Diego, 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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