Revocable Trust Comparison: Simple vs. Dynasty

Trust Comparison The Estate Planning Group of Durfee Law Group offers two levels of Revocable Living Trusts:  Simple and Dynasty.  This Chart provides a way to make a meaningful Trust Comparison between Simple vs. Dynasty. The Simple Revocable Trust is a smaller lower cost alternative that may be appropriate for very simple and small estates. …

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Buy Sell Agreement

Buy Sell Agreement

Buy Sell Agreements A Buy Sell Agreement is part of a succession plan to decide in advance what will happen with a business when certain events occur.  Such planning is crucial for any business with multiple owners.  It is important both when the owners are related to each other and when they are NOT related to…

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Resolving Disputes in Estates with ADR

Father of Resolving Disputes in Estates with ADR

Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan.  The reason is simple.  Disputes are perhaps the greatest risk to both your financial wealth, and your family.  Families are naturally resilient, and can recover from most any trouble.  But when…

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The Family Bank

The Family Bank

The Family Bank What is a Family Bank? Well, to start, it’s important to understand why a Family Bank may be useful. Why a Family Bank? Most families who have worked hard to accumulate wealth share a concern for the long-term welfare of their offspring. They want them to have security and at the same…

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