Estate Planning vs. Dynasty Estate Planning
Estate Planning The estate plan revolves around the death of the benefactor. Paying taxes Probate or private contractor handles the estate Deciding which beneficiaries get which assets Dynasty Estate Planning Dynasty estate planners have a larger scope and plan for the future of the beneficiaries. We can plan for: Avoided Probate Avoided Taxes Protecting assets…
Read MoreDynasty Estate Planning and Asset Protection
Two Sides of the Same Coin… Usually if you have planned your estate, you have also tried to protect your assets from being taxed. If things are included in the estate, they will be taxed, so assets need to be moved out and made unavailable to the government. Who are we protecting our assets from?…
Read MoreHow is Estate Planning Different with Durfee Law Group?
We offer a number of services in our estate plans that other law firms do not, or are unable to offer: Dispute Avoidance Dynasty Planning Protector Charitable Planning Integrated Planning Perpetual Term Trusts Multi-Generational Trusts Our practice is interdisciplinary, we look into our clients assets to set up an Integrated Plan incorporating the: Real Estate…
Read MoreAvoiding the Dangers of Inherited Wealth
How can a person avoid doing harm to their family through inherited wealth? Any time you give someone something for nothing, there will be a negative consequence. Often, because a person has risen from poverty to success, they want to give their children all the opportunities that they never had growing up. Giving Anyone “Something…
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