Have Your Cake and Eat it Too with a Charitable Remainder Trust

Article, Estate Planning, wealth preservation

Here is a tasty estate planning recipe to consider: INGREDIENTS: 1 Cup Appreciated assets (rental or vacation property, or appreciated stock are good choices). 1 Charitable Remainder Trust. Can be for a single person or married couple. Can be a Uni-Trust or an Annuity...

Vlog – Truths and Myths About Estate Planning – McDowall Cotter 5/20/2020 12:00pm

Join us on Wednesday, May 20th from 12:00pm – 12:30pm for McDowall Cotter’s vlog on Truths and Myths About Estate Planning.  To access this vlog, please click here:https://us02web.zoom.us/j/82897238494 If you have questions about how or why you need to...

WEBINAR – 18 and an Adult: Preparing for the Kids Heading Off to College and Out Into the World – McDowall Cotter 4/29/2020 12pm

On Wednesday April 29nd, McDowall Cotter will be hosting a webinar on 18 and an Adult: Preparing for the Kids Heading Off to College and Out in the World from 12:00pm – 1:15pm. For our loved ones heading off to college or off on a life of their own, there is...

VLOG – Who Needs an Advance Health Care Directive? You Do! – McDowall Cotter 4/2/2020 12pm

Join us on Thursday, April 2nd at noon for our next Drop-In-And-Learn Vlog! Attorney Bob Vale will be hosting Part 2 of our Advance Health Care Directive Vlog. This Drop-In-And-Learn will discuss how to fill out an Advance Health Care Directive. A copy of an Advance...

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...