Durfee Law Group Live Well, Leave a Legacy Welcome to Durfee Law Group Hi, my name is Rick Durfee. I am the founder and senior attorney of Durfee Law Group. Welcome to our firm. My personal and law firm motto is “Live Well, Leave a Legacy.”®Th... Asset Protection Basic Documents Business Planning Charitable Planning Coordination Last Will & Testament Professionals Tax Planning
Durfee Law Group 500 Year Plan How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration dat e, and which at least in theory co...
Michael Koberlein CHARITABLE PLANNING: A FORK IN THE ROAD You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don't have any heirs , and they ...
Durfee Law Group Equity Strip Exposed How To Strip Out Equity The so-called "equity strip" is sometimes promoted as an asset protect device. It is most often used with real estate. However, it can be used with nearly any asset. While an e... Asset Protection Business Planning Coordination Estate Planning Professionals Trusts
Durfee Law Group Lion Dad Book Review Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of...
Durfee Law Group Child Free Estate Planning Child Free Estate Planning Made Simple Mary has done well, and is living well. She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows th...
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 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 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 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 Incidents of Ownership Why are "Incidents of Ownership" Important? This is a question that frequently arises in estate planning, particularly regarding life insurance. The reason this question is important is this: If the i...
Durfee Law Group The Family Bank The Family Bank What is a Family Bank? Well, to start, it’s important to understand why a Family Bank may be useful. Why a Family Bank? Most families who have worked hard to accumulate wealth share a ... Coordination
