Durfee Law Group Lottery Winner Now What I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, "Now what?" is the question on your mind. We approach this question with our clients ...
Durfee Law Group Estate Planning for Hyper Inflation Hyper Inflation Planning for inflation is challenging. Inflation is a tricky monster. It creates the illusion of an increase in value. When prices go up, things are worth more. Right? Wrong! With infl...
Durfee Law Group Charitable LLC Scam vs. Reality The "Charitable LLC" It's no surprise that people hate paying taxes. Sometimes they hate it so much, that they will do anything to avoid paying them, including things they shouldn't. One such strategy...
Michael Koberlein BE SURE TO FUND YOUR TRUST! Probate Probate may be defined as the judicial process of administering your estate. Depending on the State, probate occurs when you pass away with or without a will. This is often an expensive and ti...
Durfee Law Group What Is a Miller Trust? What is a Miller Trust? A Miller Trust is an estate planning tool some people use when they don't meet the criteria for Medicaid (ALTCS in AZ). It is used when their income exceeds the ALTCS income re...
Durfee Law Group Special Needs Trust Special Needs Trust Definition Many times, there are certain people who should NOT receive outright distributions from a Trust. Some of these times include: When the individual is not able to handle o...
Durfee Law Group Intentionally Defective Grantor Trust What is an Intentionally Defective Grantor Trust? A Trust can be subject to multiple kinds of taxes, and can be taxed in different ways. To make sense of what an "Intentionally Defective Grantor Trust...
Durfee Law Group Free Estate Planning Documents Is Free Really Free? Generally, Free Estate Planning Documents are NOT a good idea. You get what you pay for, and you pay for what you get. If you can afford legal advice regarding such documents, it ...
Durfee Law Group Revocable Trust Comparison Trust Comparison The Estate Planning Group of Durfee Law Group offers two levels of Revocable Living Trusts: Simple and Dynasty. This Chart provides a way to make a meaningful Trust Comparison between... Coordination
Durfee Law Group Initiative Sucker The Initiative Sucker Inherits In 2014, Anderson Cooper told Howard Stern the following: "I don't believe in inherited money . . . I think it's an initiative sucker. I think it's a curse. Who's inheri...
Durfee Law Group Buy Sell Agreement Buy Sell Agreements A Buy Sell Agreement is part of a succession plan to decide in advance what will happen with a business when certain events occur. Such planning iscrucial for any business with mul...
Durfee Law Group Looking Through the Corporate Veil Looking Through the Corporate Veil Many of our clients have been complaining in recent years that banking has become more difficult. Opening a business bank account used to be a simple process. Now it...