Join us on Thursday, April 9th for our Drop-In-And-Learn Vlog on the ABC’s of Estate Planning: Part 1 hosted by attorneys Bob Vale and Stefani Coggins! To join this exciting vlog, please click the link below! https://zoom.us/j/276979923
On Wednesday April 8, McDowall Cotter will be hosting a webinar on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how the...
Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...
On Wednesday, February 12th from 12:00pm to 1:15pm, join us for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. During this seminar, our attorneys will discuss planning for incapacity, successor trustees and more....
Join us on Wednesday, January 29 from 12:00pm to 1:15pm for a Tax Update Workshop at McDowall Cotter! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. We will be discussing updated tax laws so that you go into the upcoming tax season with the...