Ask These Questions Before Buying Life Insurance

The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a tax savings plan, here are the questions you must ask before purchasing this important asset. The majority of this discussion involves the use of some form of “whole life” insurance […]

Asset Protection Trusts For Doctors – An Introduction

Asset-protection strategies for physicians take many forms and range from sound policies and procedures that seek to minimize risk and liability to crisis-management plans, the right kinds insurance, and, finally, specific legal tools. All of these strategies can be valid and effective parts of a true asset protection and risk management system and the key […]

Ex-Dallas Cowboy Football Player Sentenced in $20MM Mortgage Fraud

“Mean Gene the Hitting Machine,” Lockhart was sentenced to 4 1/2 years in prison this week for his role in an affinity fraud scam involving mortgage fraud and trading on the name of the Dallas Cowboys. Usually we are protecting the NFL, MLB and NBA players we deal with from outside scams, sometimes the snake is […]

The Physician and Business Owner’s Guide to Selecting a Lawyer

We’ve covered many issues affecting doctors and their business and legal needs, specific exposures, and even some of the team members required to run a medical business. Hopefully this discussion has allowed you to identify areas in your own practice where you should be asking the right questions and seeking the guidance of experts. Today […]

Due Dilligence and Why the Background Check You Used Won’t Work

    Due Diligence is a commonly overlooked or underestimated  tool, and a an essential plan of any business venture or financial entanglement, especially now in the golden age of fraud. One of my top resources for clients is Greg George of GTI Advisors, he shares some exeprt insight on the false comfort of commercially available background […]