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 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 Luxury Planning Luxury Tax Planning Strategies for High-Net-Worth Individuals Luxury tax planning is a sophisticated strategy used by high-net-worth individuals (HNWIs) to legally minimize taxes on luxury assets, pre... Asset Protection Business Planning Charitable Planning Tax Basics Tax Planning
Durfee Law Group Wealth Transfer Strategies Financial advisors should have a working knowledge of estate planning to know when their clients should be talking to a law firm to get their estate plan set up. Estate planning is a critical componen... Business Planning Estate Planning Professionals Tax Basics Tax Planning
