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... Business Planning Professionals Tax Basics Tax Planning
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... Business Planning Estate Planning Professionals Tax Basics Tax Planning
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. ... Business Planning Professionals Tax Basics Tax Controversy
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... Business Planning Professionals Tax Basics Tax Controversy 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 Tax Basics 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 Coordination Last Will & Testament Professionals Tax Planning
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 Coordination Last Will & Testament
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... Asset Protection Business Planning Charitable Planning Coordination Estate Planning Probate & Estate Administration Tax Planning Trusts
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 ... Business Planning Professionals Tax Basics Tax Controversy Tax Planning
Durfee Law Group Statutory Agent or Registered Agent Options Statutory Agent A "statutory agent" or "registered agent" is an agent located within the state to receive service of process and notice or demand required or permitted by law on behalf of a company or... Asset Protection Business Planning Coordination Probate & Estate Administration Trusts
Durfee Law Group Equity Strip Exposed How To Strip Out Equity The so-called "equity strip" is sometimes promoted as an asset protect device. It is most often used with real estate. However, it can be used with nearly any asset. While an e... Asset Protection Business Planning Coordination Estate Planning Professionals Trusts
Norris Lozano Succession, Nevada Edition: Murdoch's Trust Battle and the Future of Irrevocable Trusts In a saga that feels ripped straight from HBO’s Succession, Rupert Murdoch’s (93 years old) attempt to reshape his family trust has been blocked by a Nevada commissioner—a decision announced on Decemb... Asset Protection Business Planning Probate & Estate Administration
