Durfee Law Group Student Loan Forgiveness and Taxes As seasoned tax attorneys, we've seen how legislative shifts can create both opportunities and challenges for taxpayers. The recent changes in federal student loan forgiveness programs are no exceptio... Professionals Tax Basics 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
Michael J. Koberlein Top Tax Deductions to Maximize Your Refund in 2025 If you are like the tax attorneys at Durfee Law Group, maximizing your tax refund in 2025 is likely at the top of your mind. Knowing which deductions to claim can make a significant difference in the ... Business Planning Professionals Tax Basics Tax Controversy Tax Planning
Toby Tigges the MLB’s San Diego Padres is in Probate Court What’s Happening? Peter Seidler owned Major League Baseball’s San Diego Padres through his Trust. Peter passed away at the end of 2023, and his nominated Successor Trustees have taken control of the t... Asset Protection Pop Culture Probate & Estate Administration
Rick Durfee Trump Tax Plan Preview When discussing taxes and policies, questions aboutPresident Donald Trump’s approach often come to the forefront. Why did Trump push for tax cuts for the wealthy? And are American tax dollars funding ... Professionals Tax Basics Tax Controversy 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 Statutory Agent or Registered Agent Options Statutory Agent A "statutory agent" or "registered agent" is an agent located within the state to receive service of process and notice or demand required or permitted by law on behalf of a company or... Asset Protection Business Planning Coordination Probate & Estate Administration Trusts
Durfee Law Group Safe File Document Storage Your Safe File Document storage is an often over looked element of estate planning. We store our client's original documents in our fireproof safes as a value added service. This service includes an a... Coordination
Durfee Law Group Legal Architectural Diagram - Legal Services In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients. This diagram will show family members, entities, structures, ownership, assets, advisors, and related part... 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 Probate For Personal Representative - Legal Services Probate for Personal Representative. When we represent the Personal Representative in a Probate Matter, fees will be a combination of Fixed Fees and Hourly. The total legal fees for a probate can vary... Coordination
