Legal Insights

From Awareness to Action - Lighting Your Legal Path Forward

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...

Feb 11, 2025

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Tax Planning

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

Feb 11, 2025

0 255

Dynasty Estate 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

Feb 4, 2025

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Dynasty Estate 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

Feb 4, 2025

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Dynasty Estate Planning

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

Feb 4, 2025

0 194

Asset Protection

Durfee Law Group

How 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 Te...

Asset Protection Basic Documents Business Planning Charitable Planning Dynasty Estate Planning Last Will & Testament Living Will Proactive Law

Feb 4, 2025

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Simple Estate Planning

Durfee Law Group

What do I need to know before starting my Estate Plan?

Estate Planning is a vital step in protecting your family's future. We can lay out your assets and arrange them to benefit you and your beneficiaries after your passing. Depending on your current hold...

Basic Documents Dynasty Estate Planning Last Will & Testament Living Will Medical POA Proactive Law Simple Estate Planning

Feb 4, 2025

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Dynasty Estate Planning

Durfee Law Group

What is a Trust and how do I know if I need one?

A Trust is simply a contract to control the disposition of properties. A person has a contract drafted to protect property or assets to be passed on to a loved one at some point in the future. Partici...

Feb 4, 2025

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Dynasty Estate Planning

Durfee Law Group

Student Loan Forgiveness and Taxes

As seasoned tax attorneys, we've seen how legislative shifts can create both opportunities and challenges for taxpayers. The recent changes in federal student loan forgiveness programs are no exceptio...

Jan 29, 2025

0 275

Tax Planning

Michael Koberlein

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be furth...

Jan 29, 2025

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Dynasty Estate Planning

Michael J. Koberlein

Top Tax Deductions to Maximize Your Refund in 2025

If you are like the tax attorneys at Durfee Law Group, maximizing your tax refund in 2025 is likely at the top of your mind. Knowing which deductions to claim can make a significant difference in the ...

Jan 29, 2025

0 309

Tax Planning

Toby Tigges

the MLB’s San Diego Padres is in Probate Court

What’s Happening? Peter Seidler owned Major League Baseball’s San Diego Padres through his Trust. Peter passed away at the end of 2023, and his nominated Successor Trustees have taken control of the t...

Jan 21, 2025

0 239

Dynasty Estate Planning

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