Rick and Janel Durfee, Rick Durfee Integrated Planning Integrated Planning Estate Planning, particularly "Dynasty" Estate Planning, does not happen in a vacuum. It is not an isolated event. It is connected to every other part of life both present and futu...
Durfee Law Group Stupid Trust Tricks A Trust that was supposed to protect assets from creditors didn't.The reason why happens every day with most trusts.Failure to follow simple guidelines could mean thatyour trust is vulnerable to the c... Trusts
Rick and Janel Durfee, Rick Durfee Why is Dynasty Planning so Important to Your Estate Plan? Dynasty Planning involves more than just a Trust or a means of protecting a few assets to pass on to your kids. At Durfee Law Group, we bring together all of your assets and the parties responsible fo...
Durfee Law Group What is Asset Protection and Why do I Need It? Why asset protection? An asset is a very broad definition for anything you own that might have value. This includes money, homes and businesses to your own body. The videos linked below will teach you...
Durfee Law Group Business & Tax Planning What role do Business and Tax planning play in an Estate Plan? Business and Tax Planning make up one key aspect of a well engineered Integrated Estate Plan . Durfee Law Group considers all other aspec...
Durfee Law Group Estate Planning vs. Dynasty Estate Planning Estate Planning The estate plan revolves around the death of the benefactor. Paying taxes Probate or private contractor handles the estate Deciding which beneficiaries get which assets Dynasty Estate ...
Durfee Law Group Dynasty Estate Planning and Asset Protection Two Sides of the Same Coin... Usually if you have planned your estate, you have also tried to protect your assets from being taxed. If things are included in the estate, they will be taxed, so assets ...
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 Avoiding Litigation with Dynasty Estate Planning The only thing worse than a death in the family… Brother suing brother or sister or mother is the most destructive and awful tragedy that can strike a family. A family can recover from terminal illnes... Alternative Dispute Resolution Asset Protection
Durfee Law Group Revenue Ruling 2023-2 Revenue Ruling 2023-2 is Nothing New The IRS ruled in Revenue Ruling 2023-2 that assets in an irrevocable trust outside the taxable estate of the grantor, do NOT get a step up in cost basis when the g...
