Join us for this free webinar where we went through several estate planning topics, including: ○ What is estate planning and why should I care ○ Advanced and Estate Planning Resource – “you can create any reality you want by putting it on the calendar” ○ If you're a professional Advisor, Be the go-to Concierge Advisor ○ “Dynasty” Estate Planning vs typical Estate Planning ○ Fact Finding - what you really need to find out ○ What matters most ○ Price Points: 1) simple no attorney, 2) small, 3) moderate and 4) large ○ DIY Kit vs. Paralegal vs. Attorney ○ Drawing a diagram ○ Creating the Box to Fill Up: Getting Started with Your Own Planning

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 Fraudulent Conveyances Friendly Secured Loans - Securing real estate, A/R, equipment, etc. How to Punch Holes in an Asset Protection Plan Off Shore vs. Domestic Self Settled "Domestic" Asset Protection Trusts State to State issues – what jurisdiction is best? Tax Consequences & Reporting Requirements Materials and Handouts: Asset Protection Strategies Best Practices Diagram Trust Order Form

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 Tradtional Spousal Vs. Non-spousal Beneficiary rules Creditor Protection for Inherited IRA's

Do you have Life Insurance? Learn the benefits of an Irrevocable Life Insurance Trust (ILIT). Suring this webinar you will learn: -Who needs one and why you should care -Children's ILIT vs. Spousal Support Trust- When to use which and why -Gifting Cash and Business Interest -How to pay premiums with or without Gifts. -Income taxation issues -Grantor Defective Provisions -Complex vs Simple Trusts -Dynasty & GST -How to get $$ out of an ILIT without triggering unintended taxes What you will get (Materials and handouts) Why all trusts are NOT created equal --- Chapters: 0:00 Start 0:12 Intro 0:22 Welcome 1:27 Who Needs One and Why Do I Care? 8:42 Types - when to use which & why 8:50 Funding 10:22 Income Taxation issues: who pays income tax 12:47 Full Tool Box: 24:12 Life Insurance Issues 35:55 Practical Applications 1:14:37 Out-of-date or dangerous old ILITS – what to do 1:16:52 So What, What's next? -- Register for the next event! https://DurfeeLawGroup.com/events Follow Durfee Law Group: https://DurfeeLawGroup.com/facebook https://DurfeeLawGroup.com/instagram https://DurfeeLawGroup.com/twitter https://DurfeeLawGroup.com/linkedin https://DurfeeLawGroup.com/youtube Subscribe to our podcast: Proactive Law https://DurfeeLawGroup.com/podcast https://DurfeeLawGroup.com/applepodcasts https://DurfeeLawGroup.com/googlepodcasts https://DurfeeLawGroup.com/spotify https://DurfeeLawGroup.com/iheartradio https://DurfeeLawGroup.com/breaker https://DurfeeLawGroup.com/overcast https://DurfeeLawGroup.com/pocketcast https://DurfeeLawGroup.com/radiopublic

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