What We Offer
From simple to complex, we help families, individuals, and businesses everywhere proactively design and implement legal structures that are sustainable, tax efficient, protective, and make life better. We help you Live Well and Leave A Legacy.™
We represent clients nationwide and internationally. We are authorized to practice law before Federal courts and agencies, including the IRS, and in many states. We affiliate as needed with local counsel in jurisdictions where we are not authorized to practice law.
What Sets Durfee Law Group Apart
Wealth Is Like Water
Dynasty Estate Planning is our niche. Typical “estate plans” focus on events surrounding death. The wealth hits beneficiaries like a flood when a dam breaks. They get wet, once, but the water (or the wealth) moves on, leaving a path of destruction in its wake. With Dynasty Planning, wealth can flow through your family like a stream. Each generation receives water in turn. The stream also grows as each generation contributes.
Healthy Relationships
When families have a healthy relationship with wealth, the family thrives and the wealth grows and prospers. That is what it means to create a “dynasty” or Dynasty Estate Planning. The path to a family dynasty may be narrow, but it is well worn. We have helped guide many families in their journey. We are very familiar with the rough patches along the way. We can help you.
Fortifying Families for Generations
At Durfee Law Group, we focus on helping our clients structure their estates to be a blessing for generations to come. Too often, an inheritance ends up being a painful or destructive burden. It is not just what the family does with the wealth. It is what the wealth does to the family. Let us help you avoid the common pitfalls.
What People Say About Durfee Law Group
"Durfee Law Group made a difficult process much easier and were very attentive to all of our needs and guided us to a quick resolution at a very fair cost. I would use them again and recommend them highly."
"HIGHLY RECOMMENDED!! First experience there and it was comfortable, friendly and easy. Sam and Harmony helped me establish two trusts and I am impressed with their professionalism, knowledge and real awareness! I appreciate the fact that they take the time to listen with interest and care about their new lifetime client! Thank you!"
"Very efficient and friendly. Explained all needed information about the handling of my aunt’s estate in terms that I could understand. Provided me with advice when asked, handled all the legal matters needed, and did so at what seems to be a very fair price. I highly recommend the Durfee Law Group for any of your estate needs."
"I have been in business for over 50 years and I have retained many attorneys. Rick Durfee is now my attorney. Rick is far and beyond the finest attorney I have ever worked with. He is articulate, responsive, addresses every issue and question with clarity and objectivity, provides options to issues, his documents are detailed and to the point. His Paralegal, Amanda, is excellent. I could go on and on, but you get the message. Thank you, Rick, for all your assistance."
"With all the turmoils and grieving with the lose of a loved one it was so comforting to speak with the caring staff of the Durfee group. Pauline was the first contact I had with this amazing organization. I knew we were in good hands when I spoke such a professional and caring Pauline. And after speaking with Rick Durfee and Toby on the process of what to expect and how to accomplish the initial actions we knew our loved one picked a winning team. On behalf of the family we want to thank Pauline, Rick and Toby. You will never understand how appreciative the family is for your assistance.
Thank you"
FAQ's
Call us at 480.324.8000 or email us at info@DurfeeLawGroup.com. Consultations can be held via phone, in person for select locations, or Zoom.
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Typically, if you own your home (even if you owe money on it to the bank), you would do well to have a trust. If you don't own a home and don't have personal property with values exceeding $75,000 or real estate exceeding $100,000, then a will may be sufficient for your needs.
Most estate plans start with what we call "basic documents". These include 1) Last Will and testament 2) Durable General Power of Attorney 3) Durable Healthcare Power of Attorney and 4) Living Will. If you own a home and/or have other assets (business interests, real estate, highly appreciated art, or expensive jewelry), a Revocable Living Dynasty Trust would be the next phase of your estate plan. This means that you would have both a Revocable Living Dynasty Trust and the basic documents. More advanced estate planning takes place when you have multiple business interests and/or own multiple real properties. We provide a free consultation. Whether you have a simple estate, or millions in assets, we can help.
The cost of a plan varies by how much is involved. Entry level plans start as low as $1,800. More complex plans will run $8-10,000, and can go up to five or six figures for complex business, tax or asset protection plans.
Probate is a court proceeding to determine who gets what from the estate of someone who has died. If there is a Will, probate will start with the Will be "admitted" to probate, and it will determine who gets what. If there is no Will, the rules of intestate succession apply. In either event, the appointment of a Personal Representative (formerly known as an Executor or Executrix).
A tax attorney is able to rely on court cases and exceptions to the rules that a CPA may be unable or unwilling to do. Often a tax attorney can help you use the tax code in your favor. A tax attorney is essential if you have a tax dispute with the IRS. They can help you navigate the rules and advocate in your behalf.
There are certain legal insurances the firm will accept and others we cannot. This is constantly changing. Please call 480.324.8000 for details.