Proactive Law Family Office

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.

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.

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.

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.

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.

In this episode,

Founding Attorney Rick Durfee explains the basics of Revocable Living Trusts.