Posts Tagged ‘Done’
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.”® The story behind this motto will help you understand who we are, why we do what we do,…
Read More500 Year Plan
How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration date, and which at least in theory could last indefinitely? And yet, that is exactly what we seek to do. We help our clients establish “Dynasty” Trusts…
Read MoreCHARITABLE PLANNING: A FORK IN THE ROAD
You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don’t have any heirs, and they want a low risk method to ensure they have enough money until they die. Whatever the reason, charitable planning…
Read MoreEquity 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 equity strip can have significant asset protection benefits, it also has much less aggressive uses for simple retirement cash…
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