Posts by Rick Durfee
500 Year Plan
How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration date, and which at least in theory could last indefinitely? And yet, that is exactly what we seek to do. We help our clients establish “Dynasty” Trusts…
Read MoreEquity Strip Exposed
How To Strip Out Equity The so-called “equity strip” is sometimes promoted as an asset protect device. It is most often used with real estate. However, it can be used with nearly any asset. While an equity strip can have significant asset protection benefits, it also has much less aggressive uses for simple retirement cash…
Read MoreLion Dad Book Review
Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…
Read MoreEstate Planning Without Children
Estate Planning Hacks When There Are No Children Tragedies related to Estate Planning without children are an ancient literary archetype. From Cain and Able to Charles Dickens, the abuse and discord that can result from property passing when there are no children is a persistent theme. There is a reason for this. It has frequently…
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