When An Estate Plan Isn’t Asset Protection

In a previous post I shared the details of the incomplete (if not financially fatal) advice  one physician got from a source with questionable experience. That advice involved some common misconceptions among lay people and advisors about very basic legal and risk management concepts. Understand the REAL Role of Your Estate Planning For the most successful and/or […]

Estate Planning FAIL: Trusts Without Pour-Over Wills

Robert Sewell
Partner at Davis Miles McGuire Gardner, PLLC

  This is the first article in a new series by Probate Litigation  attorney Robert Sewell which will focus on “war stories” regarding common estate planning mistakes, as seen by a probate and trust litigator.  These stories are meant to serve as lessons for the average reader.  If you see the fact pattern below in your estate plan, […]

What’s the Difference Between a Will and a Trust and Which one Do I Need?

FAMILY

An estate plan is always necessary unless you want your estate to pass through “operation of law” which involves the long, uncertain, public and expensive process at your death with a stranger (the courts) deciding who gets everything you leave behind. This process often leads to heartache, delay and additional stress for those you leave […]

What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)

ILIT

We’ve previously devoted a number of discussions to the use of life insurance by physicians and business owners including a look at how to buy insurance and discussions of its specific uses and how much life insurance a doctor and his or her spouse should have. This week we take an introductory look at a […]

Estate Planning, Sugar Daddies and Lawsuits, Oh My

Marriage, money and estate planning

Given the current and often predatory nature of modern personal relationships I thought this piece by my friend and colleague Robert Sewell of Davis Miles McGuire Gardner was interesting and timely, to say the least. Bob practices heavily in the area of probate litigation, which is where late or poorly drafted estate plans end-up, usually […]

Attorney Ike Devji Joins Davis Miles Mcguire Gardner to Create Asset Protection & Wealth Preservation Law Group

press-release

Press Release  Asset Protection Attorney Ike Devji joins multi-state law firm of Davis Miles McGuire Gardner, PLLC – expanding needed legal services to high net worth clients and their advisors. Phoenix, February 10, 2014:   Noted Asset Protection Attorney Ike Devji has joined the law firm of Davis Miles McGuire Gardner, PLLC (DMMG) and its […]

Asset Protection Lawyer in Phoenix – What to Ask

ARIZONA ASSET PROTECTION LAWYERS

Arizona lawyers are piling into the Asset Protection planning field due to both the large number of people who have finally realized that their wealth is more finite and fragile than they ever imagined and the litigation boom that inevitably follows tough times. Unfortunately, this new found interest in Asset Protection and the large number of […]

Arizona Asset Protection Lawyer Ike Devji in Financial Consultant Magazine

IKE DEVJI FEATURED IN FINANCIAL CONSULTANT MAGAZINE

Attorney Ike Devji was recently featured as an author in the premier issue of Financial Consultant Magazine. Ike’s article, “The Growing Role Of Financial Advisors – Asset Protection” takes a look at the financial devastation that many successful professionals experienced over the last few years and the role that top advisors must play in helping their […]

When Should You Update Your Estate Plan?

FAMILY

We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on those areas of concern. Today we continue our examination of those blind spots by addressing a common question: When should I update my estate plan? We’ve previously addressed common estate-planning […]