Top 5 Tips for Trustees
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](https://www.mcdlawyers.net/wp-content/uploads/2019/12/image-6-1080x675.jpg)
How to Plan for a Loved One with Special Needs
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](https://www.mcdlawyers.net/wp-content/uploads/2019/10/Question-image-1080x675.png)