WEBINAR ONLY – Getting Property to the Kids with Lower CA Property Taxes – Tricks and Traps of Proposition 13 – McDowall Cotter 3/4/2020 12:00pm

Join us on Wednesday March 4th  from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13 webinar. Feel free to join us for this interactional, entertaining and engaging event! We will be discussing various aspects...

Top 5 Tips for Trustees

Article, Blog, Estate Planning

A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...

How to Plan for a Loved One with Special Needs

Blog

Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...

What to do When a Loved One Dies – McDowall Cotter San Mateo 11/20/2019 12:00pm

Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP’s will be provided for in-person attendees only.  During...

Common Estate Planning Myths DEBUNKED

Blog

An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...