High net worth Chandler couple asked for a review of their estate plan and associated estate taxes. DeAngelis Legal performed a comprehensive review of their finances and estate plan, including financial statements, trusts, and beneficiary designations on retirement accounts and life insurance. DeAngelis Legal identified several options for reducing their estate tax obligations by several million dollars, regardless of whether the Federal Estate Tax exemption is reduced at the end of 2025. DeAngelis Legal also prepared or reviewed the documents necessary to implement the revised plan.
