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 How does Tax Planning fit in with Dynasty Estate Planning? “The Only Two Certainties in Life are Death and Taxes” –Mark Twain –Benjamin Franklin This old adage made profound by Benjamin Franklin and made famous by Mark Twain (Samuel Clemens), still holds true... Coordination
Durfee Law Group What do I need to know before starting my Estate Plan? Estate Planning is a vital step in protecting your family's future. We can lay out your assets and arrange them to benefit you and your beneficiaries after your passing. Depending on your current hold... Basic Documents Coordination Estate Planning Last Will & Testament
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 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 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 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
Durfee Law Group Why Is Probate Necessary? Mandatory Litigation Probate is almost never voluntary. It is compelled. Why is probate necessary? When a person dies, it has been a nasty habit of humanity from the dawn of time for people to show up... Coordination Estate Planning Last Will & Testament Probate & Estate Administration Trusts
Durfee Law Group Jurisdictional Diversification Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not. If you have family members or property or business interests in more than one pl... Coordination
Durfee Law Group Charitable Remainder Trust What is aCharitable Remainder Trust? A Charitable Remainder Trust ('CRT") is a type of "split interest" gift. It is an irrevocable trust through which you split part to keep for yourself and part to g... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
Durfee Law Group Rule Against Perpetuities The Rule The Rule Against Perpetuities is an archaic rule adopted by the U.S. as part of the Common Law heritage from its colonial predecessors. In most applications, it limits the length of time in w... Coordination
Durfee Law Group Old ILIT New Solutions An "ILIT" is an Irrevocable Life Insurance Trust. One of the purposes of an ILIT is to prevent life insurance benefits from being taxed. (Yes, although generally income tax free, life insurance can be... Coordination
