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Title on a new bank account?

Dennis D. Duffy · Jun 15, 2010 ·

Client asked: We are opening a new account. What information do we need to take with us to get the account opened in the name of our Revocable Living Trust? Take a copy of the signed Certificate …

[Read more...] about Title on a new bank account?

Recent Roth IRA articles

Dennis D. Duffy · Jun 14, 2010 ·

A couple great recent articles about Roth IRA planning from the Wall Street Journal. Leave a Roth IRA to Kiddies Almost as important is the question of whether you should convert to a Roth. Reasons …

[Read more...] about Recent Roth IRA articles

How can I know I will not run out of money?

Dennis D. Duffy · Jun 8, 2010 ·

This may be one the biggest fears that anyone has? Can I afford to retire? Will I run out of money? This is seems to be especially prevalent during a difficult economy and volatile investment …

[Read more...] about How can I know I will not run out of money?

What amount triggers a probate in Illinois?

Dennis D. Duffy · Jun 4, 2010 ·

Yesterday I had a client that lives in Illinois tell me that her broker recently told her to take the assets out of her Living Trust because "she did not have a million dollars, so she does not need a …

[Read more...] about What amount triggers a probate in Illinois?

Tell your Congressman they need to act to clarify tax policy!

Dennis D. Duffy · Jun 3, 2010 ·

We have a state of Limbo in tax policy right now. Steve Hartnett from the American Academy of Estate Planning Attorneys has explained it well in his recent blog post. Click here to read the AAEPA …

[Read more...] about Tell your Congressman they need to act to clarify tax policy!

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Where we are

Duffy Law Office, PLLC
1840 E 54th St
Davenport, IA 52807
United States (US)
Phone: (563) 445-7400

Opening hours

Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM

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