Estate Planning
Assisted couple in second marriage with comprehensive review of marital agreement and estate plan and documented updates to documents and sample allocation schedules. Highly paid professional with adult children remarried a younger spouse with a minor child. The couple had previously entered into a premarital agreement which provided for sole and separate property, limited community property and defined rights upon death and now desired to amend the agreement and revise their estate plan documents. After a detailed review of their finances and objectives, DeAngelis Legal proposed and documented a comprehensive estate plan to implement their desires, including an amendment to the premarital agreement, new wills, an amended and restated trust, special beneficiary designations, new financial and healthcare powers of attorney and last instructions.
