Safety Nets Updated
Introduction This article updates the earlier article on this topic. As that earlier article mentioned, one relatively common estate planning arrangement is for the grantor of a trust, which is a grantor trust with respect to him or her for income tax purposes, to...2020 Tax Update – McDowall Cotter San Mateo 1/29/2020 12:00pm
Join us on Wednesday, January 29 from 12:00pm to 1:15pm for a Tax Update Workshop at McDowall Cotter! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. We will be discussing updated tax laws so that you go into the upcoming tax season with the...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...