Scottsdale couple with young children desired to update their simple estate plan. DeAngelis Legal worked with the couple to review their objectives and provide alternatives and prepared draft documents to create a revocable trust and new wills, update the agents under their financial and healthcare powers of attorney. We also assisted them on how to properly fund their new trust. Nice to see a young couple spend the time and energy on getting their estate plan right in the event of an untimely death or incapacity.
By Quinn DeAngelis|2025-02-20T22:45:56-07:00February 15th, 2025|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on January 2025, Simple Estate Plan Update