How is Estate Planning Different with Durfee Law Group?

By Rick Durfee

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
  • Taxes
  • Marriage
  • Children
  • Finances
  • Business
  • Insurance

We don’t want to take over management of all these various aspects of your finances, but we want to get those responsible for them all on the same team. By working together, we can create a comprehensive plan to prepare you for your future and the futures of your children. There are unintended consequences to having very well developed assets that are completely unaware of each other.

We review all of your assets and diagram out exactly what each asset is doing. By bringing in all the member of your advisory team (Insurance agent, Investment agent, CPA, etc.) we will all become aware of our roles in your finances and be better able to recommend changes to enhance your financial future.

Posted in Dynasty Estate Planning, Estate Planning

About Rick Durfee