High net worth second marriage couple from Phoenix desired to review and update their estate plan, which included bequests of sole and separate property to each spouse’s children. DeAngelis Legal reviewed the couple’s current estate plan, worked with their investment advisor and accountant to identify and resolve a variety of income tax, estate tax and logistical issues and prepared updated estate plan documents.
By Quinn DeAngelis|2024-02-02T21:11:03-07:00February 15th, 2024|Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth|Comments Off on January 2024 High Net Worth Estate Planning