Represented couple with the preparation of a comprehensive review and update of their estate plan. Both spouses in this second marriage had children from their prior marriages and maintained both separate and combined finances. DeAngelis Legal identified significant issues, including estate tax implications and inequities in their proposed structure, proposed potential solutions and drafted the appropriate changes to their estate plan to implement their desires.
By Quinn DeAngelis|2024-08-27T20:22:54-07:00July 15th, 2024|Past Newsletters, Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on June 2024 Estate Planning for Second Marriage