estate tax planning

March 2023 Life Insurance Trust

During the review and update of a new high net-worth Scottsdale couple’s estate plan, DeAngelis Legal identified a potentially large estate tax obligation caused by life insurance owned by the couple. DeAngelis Legal worked with the couple and their insurance advisor to identify and evaluate alternatives, which included an evaluation of how much life insurance [...]

By Quinn DeAngelis|2023-05-12T20:00:34-07:00April 15th, 2023|Past Newsletters, Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off

October 2020 Estate Planning

DeAngelis Legal spent a considerable amount of time in October evaluating and coordinating large transfers for clients. In reviewing the numbers, clients over the age of 80 with a taxable estate substantially over the Federal Gift and Estate Tax exclusion ($11,580,000 per spouse) were the most likely to make such transfers, while younger clients seemed [...]

By Quinn DeAngelis|2020-11-23T16:58:30-07:00November 15th, 2020|Federal Estate Tax, Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off