Represented current client with the preparation of a revised estate plan. DeAngelis Legal previously represented client with her estate plan and she desired to make changes after her recent wedding. DeAngelis Legal assisted with a review of the previous estate planning documents and helped clarify how assets would be allocated between her new spouse, his children and her children during life and at death. DeAngelis Legal reviewed the client’s objectives and designed and prepared an estate plan to accommodate her specific desires.
By Quinn DeAngelis|2019-10-07T17:08:11-07:00September 15th, 2019|Recent Projects, Protecting Family Wealth|Comments Off on August 2019 Estate Planning