DeAngelis Legal

01/18/2024

07/28/2023

Residential real estate continues to be a significant asset in most estates we plan. It also continues to cause considerable issues with the estates and trusts we administer. Whether caused by poor financial planning, poor estate planning or poor ex*****on, the result is always the same – increase...

02/24/2023

Worried that I might stop following him on crazy adventures, my friend Béat Koszinowski gave me the New York Times bestseller book Younger Next Year for my birthday last year. At the time, my workout regimen was fairly inconsistent, with frequent rest days, but I was constantly getting dropped on e...

07/31/2022

At its core, estate planning is setting the terms upon which assets are transitioned from a person, often a parent, to another such as a child. Without proper estate planning creating trusts for children, a parent’s assets become available to the child immediately if at the parent’s death: (a) t...

08/09/2021

Congratulations to all who competed in the summer Olympics. I admire your dedication, discipline and sacrifices. Great warm up for the 2022 Winter Olympics in Beijing. We are ready.

Equally exciting is our July, 2021 mid-year estate planning update which includes a chart on who should take action over the next couple years depending on the current value of your estate. See it at https://www.deangelislegal.com/july-2021-estate-planning-update/

05/07/2021

https://www.deangelislegal.com/business-is-personal/

“It’s not personal, it’s just business.” This often used phrase is utilized in a variety of contexts, often to justify some extreme unsupported negotiation position or rationalize an unreasonable result. However, it is plain wrong; business is personal. Business owners who fail to recognize ...

01/27/2021

https://www.deangelislegal.com/top-7-tips-for-estate-planning/

Here are our Top 7 Tips for Estate Planning this year: Review K-1s and 1099s. These documents should show your trust or you as trustee or its abbreviation “TR.” If not, the asset is most likely title in your individual name and should be transferred to the trust. This is especially true if the a...

12/26/2020

No party this year, but the office tree was as magnificent. Best office mates ever. Q