Estate Planning for Families with Kids

Article, Estate Planning, wealth preservation

OF HEARTS AND MINDS Estate Planning for Families with Kids If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of...

The ABC’s of Estate Planning: Part 1

Article

THE ABC’s of HEALTH CARE DIRECTIVES, part 1 Advance Health Care Directives, often referred to as Living Wills, Advance Medical Directives or Powers of Attorney for Health Care are important estate planning documents for individuals from 18 to 80 and beyond. What is an...

The ABC’s of Health Care Directives, Part 2

Article

In our previous edition of McDowall News we explained what an Advance Health Care Directive is. In this edition we will talk about what is not an Advance Health Care Directive. Speci cally, we will discuss DNR’s and POLST’s. What is not an Advance Health Care...

What Does Life Estate Mean?

Article, Civil Litigation, Estate Planning, wealth preservation

I was asked by a “friend” about her step mother staying in her dad’s home after dad died. He had written a trust and in it he granted her a “life estate.” According to the terms of the trust, she was “entitled to remain and reside within our residence at 1122Boogie...

Purpose and Scope of the Company

Article

PURPOSE AND SCOPE OF THE COMPANY Most people initially think that an entity is only formed and organized for asset protection. Most people don’t know that if the appropriate entity is chosen and set up properly it can help meet the following goals: Income tax:...