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Trust Issues
Why Traditional Estate Planning Isn't Working & What to do About It.
By: Richard E. Durfee Jr.
Outdated legal frameworks, generic strategies, and the failure to consider modern family dynamics or digital assets have caused serious “Trust Issues” in today’s estate planning world. Traditional approaches often ignore the advanced needs of high net worth individuals and business owners, leaving families exposed to unnecessary taxes, probate, and conflict. Rick Durfee—an estate planning attorney and pioneer with over 30 years of experience—reveals how the wealthy protect their assets with trusts through innovative, long-term estate planning strategies. From dynasty trusts and asset protection strategies to family trust planning and legacy planning, his insights offer a roadmap for building generational wealth, minimizing estate taxes, and planning for inheritance the right way. Discover the best estate planning strategies for business owners, including how to use LLCs and trusts to avoid probate, and learn the legal secrets for passing on wealth to future generations. It's time to protect what matters most—Live Well, Leave a Legacy™.
