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....
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...
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...
Thinking about staring your own business? You probably already know that you need a business plan. Business plans are required when pitching your business to investors, business plans outline specific, concrete actions you must take to achieve your goal, business...
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...
