Estate Planning | Durfee Law Group

Integrated Dynasty Estate Planning Live Well, Leave A Legacy™  Our Services Go To Our Learning Center From The Learning Center Estate Planning and Accumulating Wealth Why is Dynasty Planning so Important to Your Estate Plan? What is Asset Protection and Why do I Need It? What Role Does Charitable Giving have in Estate Planning? Business…

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The Good Executor

Good Executor

This is a re-publication and update of an article I wrote that originally appeared here. Why “Executor” The title “Executor” is commonly used to refer to a person who administers the estate of a deceased person. In Latin, an Executor is always a male. The female counterpart is an “Executrix.” Gender specific titles can be…

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Basic Documents – Legal Services

Basic Documents

Basic Documents Basic Documents – Legal Services are the foundation of all Estate Planning.  With few exceptions, everyone over the age of 18 should implement these documents.  Such Basic Documents designate emergency medical and legal decision makers.  Implementing Basic Documents is a key element of “proactive law” – where solutions are put in place before…

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Client Resources

Estate Planning Notebook

These client resources are designed to help you maximize the value of your legal planning.  These client resources will help you learn more and understand better.  More importantly, they will help you know what to do.  Legal planning is a team effort.  If you don’t do your part, the value of your investment will be…

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