Michael Koberlein Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be furth... Asset Protection Estate Planning Professionals
Durfee Law Group Basic Documents for Legal and Medical Emergencies This was sent to Weiss 11.8.2017. It needs to be tweaked and linked before publishing here. To Keep Control, Take Control In spite of our best efforts to prevent disability or incapacity, there are ti...
Durfee Law Group Self Settled Asset Protection Trusts A self settled trust is one in which the settlor or grantor is also a beneficiary. For centuries, the rule has been that a self settled trust cannot shield the grantor's personal assets from the grant...
Durfee Law Group Due On Sale Issues with Due On Sale clauses in loans, and funding a trust or using a beneficiary deed. The Act appears as 12 USC 1701j-3. See alsoCFR 12 § 591.5, the federal regulation which allows the enforcemen...
Durfee Law Group Significance vs. Success The following lifted from email -- revise and make personal Dan Clark - one of the top motivational speakers in the world ( www.danclark.com ) and the author of best selling book "The Art of Significa...
Sam Kelsall Estate Planning and Accumulating Wealth Many people believe they must accumulate wealth before they begin an estate plan. This is simply not true. The most important part of the estate planning process is providing powers of attorney which ...
Rick and Janel Durfee, Rick Durfee Why is Dynasty Planning so Important to Your Estate Plan? Dynasty Planning involves more than just a Trust or a means of protecting a few assets to pass on to your kids. At Durfee Law Group, we bring together all of your assets and the parties responsible fo...
Durfee Law Group What is Asset Protection and Why do I Need It? Why asset protection? An asset is a very broad definition for anything you own that might have value. This includes money, homes and businesses to your own body. The videos linked below will teach you...
Durfee Law Group What Role Does Charitable Giving have in Estate Planning? Why charitable giving? The Entrepreneurial spirit built this country and made it great. Our forefathers made “The American Dream” possible to everyone in this country, regardless of their background o...
Durfee Law Group Business & Tax Planning What role do Business and Tax planning play in an Estate Plan? Business and Tax Planning make up one key aspect of a well engineered Integrated Estate Plan . Durfee Law Group considers all other aspec...
Durfee Law Group What do Business Entities Have to do With Estate Planning? The Business of Estate Planning People who own business entities, like Corporations, LLC’s and Limited Partnerships NEED Estate Planning. Often estate plans are set up completely detached from busines...
Durfee Law Group Do It Yourself Estate Planning vs. Hiring a Lawyer Do it Yourself Estate Planning Sometimes, planning your estate on your own is the best option. If you are young and just starting out in the world with a few assets and more time than money to invest ...
