'Rick Durfee Distribution Strategies Estate planning is inherently multi-generational, as assets inevitably pass from one generation to the next. The timing and method of these transfers affect both the wealth and the people involved. Th...
'Rick Durfee Who Do You Trust? Estate planning often focuses on those with children, but what about those without children or grandchildren? Their planning needs are distinct, presenting unique challenges and opportunities. Without...
'Rick Durfee Estate Planning in Turbulent Times Our nation’s history is marked by turbulent periods—the American Revolution , Civil War, World Wars, Great Depression, and Sixties revolutions . Today’s era, with political corruption, wars, inflation...
'Rick Durfee Life Insurance Tax Traps Many believe life insurance is inherently tax-free, unaware that ownership, use, or payment structures can trigger taxes. Knowing these pitfalls allows you to avoid them. This article outlines common ...
