Essential Legal and Financial Documents, an Emergency Checklist

Finding key documents can be trying and laborious under the best circumstances, even with plenty of notice, like at tax time every year. Finding them under stress or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis is often impossible. This […]

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 […]

D.I.Y. Asset Protection Strategies Every Physician and Business Owner Can Implement

Many of the issues and case studies we have discussed on physician asset protection planning in the age of decreased earnings and unlimited liability may seem daunting and complex. Fortunately, not all the moves you can make require a great deal of time and expertise to address. Here are some small simple issues that every […]

The Common Traits of Long-Term Wealth – Staying Rich

Ike Devji, J.D. I have been fortunate to work with some of the most successful people in America through the course of my career. All of them excel at something; medicine, business, real-estate development, science, and even the arts. What this vastly diverse crowd has in common (besides money) though are a set of traits […]