Wealth Preservation

At McDowall Cotter, we will work with you to build a comprehensive estate plan that’s right for you today in addition to future legal guidance that will safeguard you from changes that could lead to probate tomorrow.

Our comprehensive estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and

Our comprehensive estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and cost effective transfer estate assets in the event of death.

Wealth Preservation Planning begins with an overall analysis of your personal business plans and goals to determine the most advantageous strategy for wealth preservation and business succession. We then organize your assets in ways that anticipate risk and guard against its exposure. This typically involves the transfer of assets from an unprotected form of ownership to protected options such as Limited Liability Companies (LLC’s), Corporations or Irrevocable Trusts. We then provide guidance that ensures compliance with the laws that govern your plans and assets.