Beyond Pie Charts: Three Vital Year-End Financial Planning Questions for Doctors

The complexity of the current business environment and economy can easily feel overwhelming to many medical professionals. As we’ve discussed in previous articles, asset protection and wealth preservation planning for doctors is not just about litigation and must include a holistic balance of legal, financial, tax, and insurance planning. My work with some of the […]

Asset Protection & Investing; What’s Your Defensive Position?

I’m not a financial advisor but I work with some of the best ones in the United States because they often have clients that understand the finite and fragile nature of wealth and that we must take proactive steps to protect it.  One of the top financial advisors I regularly turn to for solutions and […]

THE VAULT: Asset Protection, Cash Alternatives and Life Insurance – UPDATED

In the week ending august 14th another 24 Billion dollars left the securities market for the relative perceived safety of cash. These billions  of dollars simply added to the trillions of dollars already allocated that way because of fears of instability in the securities and real estate markets.  This large liquidity position has not gone un-noticed, unfortunately […]

LIFE INSURANCE – CREDITOR PROTECTED CASH ALTERNATIVE & WEALTH MULTIPLIER?

“What is an alternative to my current cash position that will protect my money from litigation?” By Ike Devji, J.D. Note: this article originally appeared in WORTH magazine, you can see the original here: http://www.box.net/shared/iyb9kea6yr In our current economic environment, all clients want their money both safe and liquid. When most people consider “safe” and […]