Second marriage

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

August 2019 Estate Planning

Represented current client with the preparation of a revised estate plan.  DeAngelis Legal previously represented client with her estate plan and she desired to make changes after her recent wedding.  DeAngelis Legal assisted with a review of the previous estate planning documents and helped clarify how assets would be allocated between her new spouse, his [...]

By |2019-10-07T17:08:11-07:00September 15th, 2019|Recent Projects, Protecting Family Wealth|Comments Off on August 2019 Estate Planning

Legal Implications of Community Property in Arizona

Legal Implications of Community Property While love may be in the air in the spring, October is the most popular month to get married.  With the excitement of the engagement and all the planning for the wedding, travel and gifts, few couples spend the time to reflect on how their financial rights and obligations will [...]

By |2018-10-23T13:59:39-07:00October 20th, 2018|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Legal Implications of Community Property in Arizona

September 2018 Complex Estate Planning

Represented Scottsdale couple with the preparation of a comprehensive review of their complex 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 |2018-10-21T17:08:37-07:00October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Complex Estate Planning

October 2017 Estate Planning

October 2017 Estate Planning. Represented couple with the overhaul of their estate plan.  Spouses had differing ideas on how and when illiquid assets should be transferred at death to the surviving spouse and children from previous marriages.  After a lengthy interview regarding their preferences and concerns, DeAngelis Legal proposed, drafted and implemented an estate plan [...]

By |2018-08-20T14:33:23-07:00November 15th, 2017|Recent Projects, Probate and Trust Administration|Comments Off on October 2017 Estate Planning
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