Vlog – Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter 8/12/2020 12pm

On Wednesday, August 12th, McDowall Cotter will be hosting a vlog on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how...

Vlog – Meet the Estate Planning, Trust Administration, and Business Counseling Team! – McDowall Cotter 6/19/2020 12pm

Join the McDowall Cotter community for our exciting vlog titled “Meet the Estate Planning, Trust Administration and Business Counseling” team! During this vlog, we will introduce you to McDowall Cotter’s estate planning attorneys, Bob Vale, Brett Lytle, Stefani...

Property Tax Reduction on the 2018 November Ballet

Article, Estate Planning, wealth preservation

** Previously reported this article stated that there was no age limitation which is an error. The age limitation is 55 years or older. ** On next November’s ballot, California Proposition 5, the “Property Tax Transfer Initiative,” would add a wrinkle to existing...

How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am

Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...

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...