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...

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...

Protecting My Life’s Work – Choosing the Proper Form of Business Entity

Article, Civil Litigation, Estate Planning, wealth preservation

PROTECTING MY LIFE’S WORK: CHOOSING THE PROPER FORM OF BUSINESS ENTITY “I’m a business owner (or soon to be one) what type of entity should I choose?” At McDowall Cotter, we make two classi cations: “non-asset protection” and “asset protection” entities. General...

Keeping Trustees Out of Lawsuits: A Mini-Series – McDowall Cotter 5/1/2020 12pm

On Friday, May 1st from 12:00 – 12:30pm, attorney David Rosenbaum will be hosting Episode 5 of the Keeping Trustees Out of Lawsuits Mini-Series. The new McDowall Cotter, APC five part mini-series details the real story, the trials and tribulations of trustees,...