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...

Tricks and Traps of CA Property Tax – McDowall Cotter San Mateo 12/18/2019 12:00pm

On Wednesday December 18th, McDowall Cotter will be presenting a combined presentation of our seminar on “Getting Property to the Kids with Lower CA Property Tax – Tricks and Traps of Prop 13” and our seminar on “Advanced Topics in CA Property...

Insulating your Assets from Lawsuits – McDowall Cotter San Mateo 10/30/2019 12:00pm

Please join us on Wednesday, October 30 from 12:00pm – 1:15pm for our seminar on Insulating your Assets from Lawsuits. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 1 CE credit for those needing MCLE...

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...

Life Insurance as a Tool for Advanced Estate Planning – McDowall Cotter San Mateo 9/25/2019 8:30am

Join us on Wednesday September 25th from 8:30am to 3:00pm for Part 2 of our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 6 CE credits...