Michael Koberlein CHARITABLE PLANNING: A FORK IN THE ROAD You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don't have any heirs , and they ...
Durfee Law Group Charitable LLC Scam vs. Reality The "Charitable LLC" It's no surprise that people hate paying taxes. Sometimes they hate it so much, that they will do anything to avoid paying them, including things they shouldn't. One such strategy...
Durfee Law Group Deferred Sales Trust A Deferred Sales Trust is a device to defer the taxable gain on the sale of appreciated real property or the like. Typically, when appreciated property is sold, the gain is taxable. The tax on this ga...
Michael Koberlein SECURE Act Estate Plan Update Some people think that their IRA actually belongs to them. It does not. It belongs in part to the government. The politicians created IRA plans. Those who make the rules can change the rules. . . and ...
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 S Corporations and Charities S Corporations and Charities S corporations and charities lie at the cross roads of advanced estate planning. Most new wealth is generated through corporate structures. Most corporations are S corpora...
Durfee Law Group High Net Worth Estate and Tax Planning: Understanding High Net Worth Estate Planning Estate and tax planning are essential for high net worth individuals (HNWIs) aiming to preserve wealth, minimize tax liabilities, and secure a lasting lega...
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
