Michael Koberlein SCARED OF ESTATE PLANNING? With Halloween just around the corner, you are probably starting to think about scary things, purchasing candy, what will your children want to be for Halloween (if they haven't already told you a tho... Basic Documents Estate Planning Last Will & Testament Power of Attorney Probate & Estate Administration
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 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 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 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 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 Split Interest Gifts Split Interest Gifts An asset or property can be divided up in many ways. We can divide if geographically by putting a fence down the middle. We can dividing it over time by renting or leasing it. A s... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
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 Donor Advised Fund Family Foundation What is a Donor Advised Fund? A Donor Advised Fund (or "DAF") is the quickest, easiest, and most cost effective way for anyone to establish a charitable Family Foundation. Among other benefits, it ena... Charitable Planning Coordination Estate Planning Professionals Tax Planning
Durfee Law Group Family Councils: The Prosperity Key The Durfee Family Council in this sketch could have beenbased on actual Family Councils my family has held. Its charts, tripods, business agenda, candid performance reviews, bad news delivery, weird h... Asset Protection Basic Documents Coordination Estate Planning Last Will & Testament
Durfee Law Group To Tell or Not to Tell Your Children About Your Estate To tell or not to tell your children, are they ready? What should you tell your children about your estate? How much do you tell them about your personal or business finances? How much do they need to... Alternative Dispute Resolution Coordination Estate Planning Last Will & Testament Power of Attorney Trusts
Durfee Law Group Community Property Planning Marital Property Issues Estate planning is necessarily multi-disciplinary. It touches upon many aspects of law. It affects taxation, property, family, and business concerns. MaritalProperty rights is ... Alternative Dispute Resolution Coordination Estate Planning Power of Attorney Tax Basics Tax Planning Trusts
