August 2016 Estate Planning

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Estate Planning

Created simple estate plan for widow with two children.  Elderly new client desired that her assets be divided equally between her children, but if a child predeceased her she wanted to disinherit one of her grandchildren.  She also wanted one daughter to manage all financial decisions, but the other daughter to make her healthcare decisions.  DeAngelis Legal prepared a revocable trust, pour-over will, financial and healthcare powers of attorney, a living will, last instructions and the deed transferring her residence to the trust.

By | 2017-12-06T11:57:18+00:00 August 27th, 2016|Estate Planning, Recent Projects|Comments Off on August 2016 Estate Planning