“Prestigious Award Presented to Robert D. Vale”

Blog, Press Release Archive

“Prestigious Award Presented to Robert D. Vale”  5 February 2015 – San Mateo, CA To the McDowall Cotter Community: On February 5, 2015, at the San Mateo County Bar Association Annual Installation Reception and Meeting, Robert D. Vale, Shareholder here at...

New McDowall Cotter, APC Team Member!

Blog, Press Release Archive

McDowall Cotter, APC is thrilled to announce we are adding a new associate to our wealth planning team.  Ms. Yufei (Fei) Li is joining McDowall Cotter on February 2, 2015. Fei comes to you with more than 3 years’ experience as a wealth management and estate planning...

New Estate Planning Event: He Loves Her Not – Making Sure Your Estate Goes to Your Kids and Not Your In-Laws

Blog, Estate Planning

Don’t miss out new education event, taking place next week! He Loves Her Not – Making Sure Your Estate Goes to Your Kids and Not Your In-Laws  We have all heard about how Mom and Dad’s property left the family and went to others. This workshop will...

Happy Holidays!

Blog

Everyone at Mcdowall Cotter, APC would like to wish you a very merry and safe holiday season! Please join us in the New Year to read our new blog section featuring articles from The Daily Plan-it.  

Purpose and Scope of the Company

Blog, Business Litigation, Estate Planning

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: reduction, elimination and deferral •...

A Personal Umbrella Liability Insurance Policy Part Two

Blog, Estate Planning

In order to retain a Personal Umbrella Liability Insurance policy, insurance companies require that you maintain certain minimum amounts of primary liability insurance. When determining your coverage, take into account that your assets also include your future...