October 17 - 19, 2024|Orlando, Florida
Questions? Call: 1-800-970-4355

Rick Durfee's Schedule

Principal and Founder
Durfee Law Group, PLLC
Estate, Retirement, Tax, and Asset Protection Planning—What’s Your Next Move?*
Saturday, October 19, 2024, 10:00 am - 12:00 pm
Focus: FINANCIAL AND ESTATE PLANNING

Now what? Given that President Biden will no longer be the 47th president, what could possibly happen to taxes come November? Will income tax brackets remain or be increased? Will capital gains tax be changed? Will the federal estate tax credit be increased or decreased? Will the federal lifetime gift allowance remain the highest in history, or will it be reduced to pre-2006 levels? Will the onerous Stealth Estate Tax on retirement accounts remain? Will the Tax Cut and Jobs Act be repealed? Will the Tax Doomsday of December 31, 2025, become a reality?

All of these questions, plus many more relevant estate, income, charitable, and asset protection questions, will be answered by our team of experts, David T. Phillips, CEO of Estate Planning Specialists, Rick Durfee, founder and senior partner of one of the premiere estate planning law firms in the country, and Todd Phillips, safe money authority and president of Estate Planning Specialists.

Each attendee will also receive a complimentary copy of 10 Most Common Estate Planning Mistakes and How to Avoid Them, by David T. Phillips, as well as a 50% discount on all of our publications, including The Family Bank Strategy and Trust Issues, Rick Durfee’s new book, and Todd Phillips’ latest edition of his book, The Future of Retirement Savings. 

Register Now to meet me and other top money experts IN PERSON in Orlando, Florida!

Top 5 Benefits of Attending The MoneyShow

  1. Talk to Top Money Experts Up Close and in Person
  2. Discover New Investment Opportunities
  3. Get Live Market Analysis, Research Reports, & Hands-on Demos
  4. Network with Other Savvy Investors
  5. Win Daily Cash Prizes, Shares of Stock, & Swag

Rick Durfee's Profile

Richard Durfee. Jr. (Rick), is the senior attorney at Durfee Law Group, PLLC, and has been practicing law since 1988. Based in Mesa, Arizona, the firm represents clients all over the US for all levels of estate planning, asset protection, business and charitable planning, and probate, from simple wills and trusts to complex dynasty planning for the ultra-wealthy. Mr. Durfee has a unique family-centered approach to planning especially focused on growing and preserving multi-generational tax-efficient wealth, and protecting the family. His motto is "Live Well, Leave a Legacy". To that end, the law firm has a 500-year plan so that families with such dynasty planning can have the legal help they need to thrive for generations to come.