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 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...

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 – Health Care Directives: A Physician’s Perspective – McDowall Cotter 4/22/2020 12pm

On Wednesday April 22nd, McDowall Cotter will be hosting an exciting and exclusive webinar on Health Care Directives: A Physician’s Perspective from 12:00pm – 1:15pm. During this webinar, Brad Stuart, M.D., who us the Chief Medical Officer of the Coalition...

VLOG – Keeping Trustees Out of Lawsuits: A Mini-Series – McDowall Cotter 4/17/2020 12pm

On Friday, April 17th from 12:00 – 12:30pm, attorney David Rosenbaum will be hosting Episode 3 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...