marital agreement

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May 2020 Estate Planning for Second Marriage

Represented a Scottsdale couple with the preparation of a comprehensive review 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 issues, including tax implications and inequities in their proposed structure, identified potential solutions and drafted the appropriate changes [...]

By |2020-07-04T16:06:50-07:00June 15th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on May 2020 Estate Planning for Second Marriage

February 2018 Marital Agreement and Estate Plan

Represented two separate spouses with the preparation of marital agreement in conjunction with their estate plans.  The first spouse was concerned with asset protection, but also desired to provide for his spouse upon his death or disability.  The second spouse desired to clarify how assets would be allocated between her husband and each of their [...]

By |2018-05-15T18:34:06-07:00March 15th, 2018|Recent Projects, Estate Planning, Homepage|Comments Off on February 2018 Marital Agreement and Estate Plan

October 2017 Estate Planning

October 2017 Estate Planning Represented husband with post-marital agreement and simple estate plan.  While his assets were modest, their finances were complicated by wife’s creditors.  Husband considered holding title in the name of a third party, but that solution resulted in many drawbacks including inability to borrow against the assets, loss of control and added [...]

By |2018-01-26T17:52:37-07:00November 15th, 2017|Recent Projects, Estate Planning, Homepage|Comments Off on October 2017 Estate Planning