Durfee Law Group
Most estate plans have what we call "basic documents". These include 1) Last Will and testament 2) Durable Financial Power of Attorney 3) Durable Healthcare Power of Attorney and 4) Living Will. If you own a home and/or have other assets (business interests, real estate, highly appreciated art, or expensive jewelry), a Revocable Living Dynasty Trust should be a part of your estate plan. This means that you would have a Revocable Living Dynasty Trust and the basic documents. More advanced estate planning takes place when you have several business interests and/or own lots of real estate. We provide a free consultation. Whether you have a simple estate, or millions in assets, we can help.
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- Asset Protection
- Charitable Giving
- Dynasty Estate Planning
- Estate Planning
- Business and Tax Planning
Sentiment Analysis
They explain everything so it's easy to understand.
I cannot express my gratefulness for having the opportunity the to continue my family's legacy and estate planning.
Sam and Harmony helped me establish two trusts and I am impressed with their professionalism, knowledge and real awareness!
Provided me with advice when asked, handled all the legal matters needed, and did so at what seems to be a very fair price.
Tick has phenomenal first hand experience and has solutions for a variety of legacy planning and estate needs.
Michael Koberlein did an excellent job with our estate planning.
Highly trusted by high net worth families
It's great to have a nationally recognized name here in the valley.
Great ....
Great service
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