*Durfee Law Group - Prime 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 - Prime Special Needs Trust Special Needs Trust Definition Many times, there are certain people who should NOT receive outright distributions from a Trust. Some of these times include: When the individual is not able to handle o...
*Durfee Law Group - Prime Sustainable Distributions Sustainable Distributions: How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals . Broadly speaking, these inter-related goals address global issues such...
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 - Prime Legacy IRA Act Using Your IRA for Charitable Gifts If it becomes law, the Legacy IRA Act will be a powerful tool for both retirement planning and charitable giving. Currently, there are only two ways to give your IR...
*Durfee Law Group - Prime 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 - Prime 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
*Durfee Law Group - Prime The Jurisdiction Independent Trust Where Should You Set Up Your Trust? Where is the best place to set up your trust? Where you live? In a state that has laws that favor your particular goals and concerns? In a state with lower tax rate... Coordination
Norris Lozano Six Figure Income? The Alternative Minimum Tax Could Wipe Out Your Tax Savings Deductions The Alternative Minimum Tax (AMT) remains a significant concern for many taxpayers, particularly high-income earners and business owners. While recent tax law changes have reduced the number of taxpay... Tax Basics Tax Planning
Norris Lozano Comprehensive Guide to Year-End Tax Planning and the Alternative Minimum Tax The Alternative Minimum Tax operates as a parallel tax system designed to ensure high-income taxpayers pay a minimum amount of tax, regardless of deductions or credits. Think of it as a "backup tax sy... Tax Basics Tax Planning
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
