Medical Emergency Documents
What are the Medical Emergency Documents that should be considered a necessity for any individual over 18? What do they do? Why do they matter? Find out in less than 10 minutes here.
Mar 01, 2024•8 min
Proactive Law
A podcast about legal and ethical decisions that avoid big headaches.
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Episodes
The Dead Zone | AKA The 2023 Celebrity Death Recap with David Phillips
Attorneys Rick Durfee, Michael Koberlein, and Danielle Parlich are joined by David Phillips from Estate Planning Specialists to discuss some of the major celebrities who passed away in 2023; the consequences of their planning (or lack thereof), and what the general public can take away from their lessons.
Jan 30, 2024•21 min
Durable General (Financial) Power of Attorney Basics
Senior and Founding Attorney Rick Durfee discusses the basics of how our firm's Durable General Power of Attorney operates and why it is an essential document for anyone 18 years or older.
Jan 18, 2024•10 min
Fund Your Trust
Join Founding and Senior Attorney Rick Durfee as he discusses the importance of why you need to fund your trust and how to do it.
Jan 03, 2024•9 min
Strategic Alliances | Maximizing Wealth with Estate Planning & Financial Advice
Founding and Senior Attorney Rick Durfee joins Sure Wealth Solutions' Founder Andy Daniels to discuss how they have teamed up together to help their clients maximize their wealth - all while protecting their assets.
Dec 20, 2023•22 min
Revocable Living Trusts
In this episode, Founding Attorney Rick Durfee explains the basics of Revocable Living Trusts.
Dec 15, 2023•8 min
The Essential Role of Estate Planning & Attorneys in Property Ownership
Join founding and senior attorney of Durfee Law Group Rick Durfee and Long Realty Canyon Sky Realtor Matt Greer as they discuss some of the common challenges and mistakes they have seen in their professional careers when it comes to property/home ownership. Whether you own one property or many, you will want to hear what these two have to say!
Nov 29, 2023•41 min
The Ins & Outs of Tax Season
Join attorneys Danielle "Nel" Parlich and Daniel Hansen as they discuss some of the tax benefits and solutions that you may not know about. Even if you have a CPA or accountant who files your taxes, you may want to hear what these two have to say.
Nov 09, 2023•35 min
The Augusta Rule | A Loophole or Just the Law?
Founder and Senior Attorney of Durfee Law Group Rick Durfee joins Associate Attorney Daniel Hansen to discuss the Augusta Rule. If you are a home or rental owner - you may want to check out these insights as it could save you $$ on your tax returns.
Oct 23, 2023•15 min
How to Avoid Probate
In this episode, we discuss: What is Probate? Why would I want to avoid it? What are some ways we can avoid it?
Oct 13, 2023•20 min
Estate Planning Without Children
Estate Planning is even more important if you do not have children - not less! Rick Durfee discusses the factors and options for individuals who are child free and what they can do to ensure they have a say as to what happens to their estate after they have passed instead of leaving it up to politics.
Oct 05, 2023•10 min
Fun With the IRS!
Durfee Law Group attorneys Rick Durfee, Michael Koberlein, and Daniel Hansen join together to have a discussion about CPAs, Tax Attorneys, and other tips & tricks you may not have known when it comes to filing your taxes!
Oct 02, 2023•13 min
Intro to CRUTs with Sure Wealth Solutions
Rick Durfee joins Andy Daniels and Scott McRae from Sure Wealth Solutions to discuss the basics of CRUTs (Charitable Remainder Uni-Trust).
Sep 25, 2023•16 min
The Family Foundation
As we have already discussed a bit about the Family Bank and the Family Office, we will be talking about the Family Foundation. We will discuss: ◦ Who needs this and why ◦ How does this impact financial services and products ◦ Donor Advised Fund vs. Private Foundation ◦ Social Capital vs. Family Capital ◦ Charitable Intent vs. Tax Incentives ◦ Next Generation Training ◦ Keeping control of assets after a client passes ◦ How to set up and operate, funding, gifting & valuation issues...
Nov 05, 2020•1 hr 9 min
Integrated Planning – Putting It All Together
Making all the pieces work with each other and with your practice ◦ Year in summary and review ◦ Materials and Handouts: - Best Practices Diagram - Trust Order Form Watch this episode and get the show notes: https://www.proactivelaw.com/post/integrated-planning-putting-it-all-together
Oct 23, 2020•1 hr 35 min
Asset Preservation & Protection
When to Plan & When it is Too Late What Are We Protecting, What are we protecting it from, who are we protecting it for Cost Benefit: Set Up Cost, Maintenance Cost, Complexity Cost Risk Assessment: Subjective vs. Objective Risk The Good Fence: Internal Risk vs. External Risk Segregating Control, Equity and Risk Using the Family Bank and Family Office Subsidiary Entities for Special Use Properties The Residential LLC & Occupancy Agreement Charging Liens & Charging Orders Avoiding Frau...
Oct 01, 2020•1 hr 24 min
Retirement and Estate Plans
Watch This Webinar Here: https://youtu.be/NxDIckaLZI8 In this webinar you will learn: When to fund your estate Beneficiary designations- coordinating with trusts and individuals RMD's, taxation and the estate plan Variations on a theme: Roth vs Traditional Spousal Vs. Non-spousal Beneficiary rules Creditor Protection for Inherited IRA's
Sep 30, 2020•1 hr 6 min
The Family Bank and Family Office
Rick Durfee and Michael Koberlein discuss the family bank and family office. Watch this episode: https://youtu.be/z73qv3Pql1E
Jul 28, 2020•1 hr 20 min
The 5 Things Professionals Need To Know About Probate
As a professional, do you know how to help your clients deal with the probate process? Rick Durfee and Michael Koberlein from Probate Law Group and Durfee Law Group discuss the probate process during a webinar to real estate professionals. To see the video of this webinar go to Probatelawgroup.com/5ThingsofProbate
May 29, 2020•1 hr 34 min
Emergency Documents You Need During Shelter-In-Place
Need peace of mind during a pandemic? Having these basic documents in place can do just that and you can get them at a discount! Rick Durfee explains these documents and why you want to have them in place NOW before any other disaster happens. Resources in this video: Get the discount: http://durfeelawgroup.com/shelterinplace/ Proactive Law Podcast: https://anchor.fm/proactivelaw
Mar 30, 2020•20 min
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