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CalABLE Act – McDowall Cotter San Mateo 10/2/19 12pm

Please join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA's will be provide for in-person attendees...

Top 5 Tips for Trustees

Before you start reading, here are some definitions to help you understand your role. A trust is a legal contract created by a trust maker. You, the trustee, are overseeing and properly managing  the assets in the trust. The assets in the trust are then given to...

CalABLE is Coming Soon – by, Danielle Al-Abed

For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...

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