Rick and Janel Durfee, Rick Durfee Power of Attorney for Parents A power of attorney (POA) can be an important element of planning for your elderly parent’s future. It allows another person to take action on your parent’s behalf, ensuring bills get paid and medical...
Durfee Law Group Spousal Lifetime Access Trust What is a Spousal Lifetime Access Trust (SLAT)? A Spousal Lifetime Access Trust or "SLAT" is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable est...
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 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
'Toby Tigges Pet Trusts Photo by Andrew S on Unsplash THE INCREASE IN INTEREST AND DEMAND FOR PET TRUSTS Those of us with furry friends know how much we can love them and consider them part of our family. Many pet owners ass... Asset Protection Basic Documents Charitable Planning Estate Planning Last Will & Testament Probate & Estate Administration Trusts
'Rick Durfee Top Estate Planning Questions In decades of providing estate planning services around the country, and through our industry research, we have identified the questions people typically ask about estate planning. I hate the phrase “...
