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

As seen in your mailboxLittorno Law Group has office locations in Pittsburg, 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.

Elder Law A Refresher Course: The Rules and Planning Strategies for Taking Required Minimum Distributions
If you have substantial savings in a traditional IRA or employer-sponsored retirement plan, you likely know that required minimum distributions (RMDs) must begin at a certain age. RMDs are taxable and, depending on your balances in these accounts, can even push you into a higher tax bracket. Beyond the...
A Refresher Course: The Rules and Planning Strategies for Taking Required Minimum Distributions  View Full Article
Wills and Trusts Estate Planning Red Flag – Your Trust Fails to Provide a Mechanism to Remove the Trustee
A trustee plays a central role in the administration of a trust, acting as the legal steward of assets on behalf of beneficiaries. This responsibility carries both authority and accountability. Trustees are charged with managing investments, distributing income or principal according to the trust document, maintaining accurate records, and acting in the...
Estate Planning Red Flag – Your Trust Fails to Provide a Mechanism to Remove the Trustee  View Full Article
Estate Planning Business Owners: Ensure Your Estate Plan and Asset Protection Plan Work in Tandem
When it comes to assets, your business is likely to be your most valuable. That’s why it’s important for your estate plan and your asset protection plan to complement each other. Each serves a distinct purpose, but when coordinated properly, they can help ensure that your wealth is preserved, liabilities are minimized...
Business Owners: Ensure Your Estate Plan and Asset Protection Plan Work in Tandem  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, 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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