Durfee Law Group Cracking the Code Have you ever heard the term “tax controversy” before? Here are some examples of it. If you do not agree with your county property tax bill, that is a tax controversy. When the Internal Revenue Servic... Asset Protection Business Planning Tax Basics Tax Controversy Tax Planning
Durfee Law Group Holiday Bonus Tax As the holiday season approaches, many employees look forward to receiving a year-end bonus, and small business owners consider how to reward their team. However, one aspect that often catches people ... Asset Protection Tax Controversy Tax Planning
Norris Lozano Emerging Trends in Digital Assets As digital assets become an increasingly significant part of clients’ wealth portfolios, estate planning and wealth management strategies must evolve to address the unique challenges they present. Dig... Asset Protection Business Planning Tax Basics Tax Planning
Durfee Law Group Asset Protection: Security and Compliance For individuals and families seeking to preserve their wealth and safeguard assets against potential liabilities, a well-crafted asset protection plan is essential. Effective asset protection requires... Asset Protection Business Planning Professionals Tax Planning
Michael Koberlein Are Your Assets Bubble Wrapped? Whether you have a lot or a little when it comes to belongings, do you know whether your assets are protected? While there are some assets that have “built-in” protections, others require a more proac... Asset Protection Business Planning Professionals Tax Basics Tax Planning
Norris Lozano The Tragedy of UnitedHealth Group CEO’s Death The tragic killing of the UnitedHealth Group CEO has sent shockwaves throughout the US and perhaps even more in the healthcare and business communities. This devastating event underscores the immense ... Asset Protection Tax Planning
Michael Koberlein Three Quick Asset Protection Tips A lot of people think that only wealthy families and people in hazardous professions need to have an asset protection plan. But in reality, anyone can be sued for just about anything these days. A car... Asset Protection Business Planning Tax Planning
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 How is Estate Planning Different with Durfee Law Group? We offer a number of services in our estate plans that other law firms do not, or are unable to offer: Dispute Avoidance Dynasty Planning Protector Charitable Planning Integrated Planning Perpetual Te... Asset Protection Basic Documents Business Planning Charitable Planning Coordination Last Will & Testament
Durfee Law Group What is Preventive Law? Just as many people avoid going to the doctor until there is a problem, people also avoid meeting with their attorney until something goes wrong. Similarly, as regular visits with a medial professiona... Asset Protection Coordination Tax Planning
Durfee Law Group What is a Trust and how do I know if I need one? A Trust is simply a contract to control the disposition of properties. A person has a contract drafted to protect property or assets to be passed on to a loved one at some point in the future. Partici... Asset Protection Business Planning Charitable Planning Coordination Estate Planning Probate & Estate Administration Tax Planning Trusts
Durfee Law Group Avoiding Litigation with Dynasty Estate Planning The only thing worse than a death in the family… Brother suing brother or sister or mother is the most destructive and awful tragedy that can strike a family. A family can recover from terminal illnes... Alternative Dispute Resolution Asset Protection
