Long time snowbirds decided to make Arizona their primary residence and re-engineer their estate plan. What made this plan interesting is that they have assets in several states, one child running the family business and another child using other assets. DeAngelis Legal worked with the couple to clarify their objectives, balance the interests of their children and allocate their assets accordingly. DeAngelis Legal created the documents implementing the revised plan.
By Quinn DeAngelis|2025-07-30T21:05:48-07:00June 15th, 2025|Past Newsletters, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on May 2025 Estate Planning