Norris Lozano What’s Happening at the IRS? Photo by Sean Lee on Unsplash Recent changes at the Internal Revenue Service (IRS) have altered its operational capacity. As part of the Trump Administration restructuring effort, the IRS has experien...
Toby Tigges Can you Set Up a Trust with an Attorney? Photo by Freddy Kearney on Unsplash Should You Set Up a Trust with an Attorney? Absolutely! If you’re wondering whether you should set up a Trust with the help of an attorney, the short answer is yes ...
Toby Tigges What Happens in Probate Court? Photo by Giammarco Boscaro on Unsplash When someone passes away, their assets and belongings must be legally transferred to the right people. This process is called probate . What happens in probate c...
Rick Durfee What is the U.S. Sovereign Wealth Fund? Photo by Aditya Vyas on Unsplash President Donald Trump has proposed the creation of a U.S. sovereign wealth fund (SWF) —a concept that has sparked considerable debate, both positive and negative. A s...
Toby Tigges Pet Trusts Photo by Andrew S on Unsplash THE INCREASE IN INTEREST AND DEMAND FOR PET TRUSTS Those of us with furry friends know how much we can love them and consider them part of our family. Many pet owners ass...
Michael J. Koberlein Wealth Transfer Strategies Financial advisors should have a working knowledge of estate planning to know when their clients should be talking to a law firm to get their estate plan set up. Estate planning is a critical componen...
Toby Tigges Jail and Taxes Taxes can be confusing, and many people worry about the consequences of falling behind on their payments. The idea of going to jail over unpaid taxes can cause panic, but the reality is more nuanced. ...
Michael J. Koberlein What Is FICA Tax? The Federal Insurance Contributions Act (FICA) tax constitutesa mandatory payroll tax that funds Social Security and Medicare programs in the United States. These programs provide financial support to...
Michael J. Koberlein Luxury Planning Luxury Tax Planning Strategies for High-Net-Worth Individuals Luxury tax planning is a sophisticated strategy used by high-net-worth individuals (HNWIs) to legally minimize taxes on luxury assets, pre... Asset Protection Business Planning Charitable Planning Dynasty Estate Planning Integrated Planning Irrevocable Trust Tax Tax Planning
Durfee Law Group Live Well, Leave a Legacy Welcome to Durfee Law Group Hi, my name is Rick Durfee. I am the founder and senior attorney of Durfee Law Group. Welcome to our firm. My personal and law firm motto is “Live Well, Leave a Legacy.”®Th... Asset Protection Basic Documents Business Planning Charitable Planning Dynasty Estate Planning Family Bank Family Foundation Integrated Planning Irrevocable Trust Last Will & Testament Proactive Law Professionals Tax Planning
Durfee Law Group Avoiding Litigation with Dynasty Estate Planning The only thing worse than a death in the family… Brother suing brother or sister or mother is the most destructive and awful tragedy that can strike a family. A family can recover from terminal illnes... Alternative Dispute Resolution Asset Protection Conservatorship Contested Probate Guardianship & Conservatorship Integrated Planning Litigation Personal Representative Proactive Law
Durfee Law Group What is Preventive Law? Just as many people avoid going to the doctor until there is a problem, people also avoid meeting with their attorney until something goes wrong. Similarly, as regular visits with a medial professiona... Asset Protection Dynasty Estate Planning Integrated Planning Proactive Law Tax Planning