Asset Protection Podcast – Ike Devji and Ben Yin

VIDEO: Atlanta Financial Advsior Benjamin Yin, MBA and Asset Protection attorney Ike Devji, J.D. have an in-depth conversation about Asset Protection for physicians and entrepreneurs.  https://vimeo.com/351967372/52e6e5bc13

Tax Planing Schemes Every Physician (and Business Owner) Should Avoid

The next 60 days marks the final push to sell physicians and private business owners across the United States tax plans of both good and questionable value. Promoters of various plans are well aware of the pressures affecting your income and will make a variety of frivolous arguments that appeal to your desire to save. As […]

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 […]

Common Estate Planning Mistakes Made By Physicians

For most doctors, the second step taken in personal financial and legal planning after setting up retirement accounts is some basic estate planning, typically in the form of a will or a revocable living trust. Below are some of the common issues that negatively affect physicians and their families if not properly addressed. The good […]

The Top Five Financial Mistakes Made by Doctors

Whenever possible I like to get short lists of good or bad behavior or patterns that we can share with our clients and advisor partners from professionals in other areas. In a an environment of decreasing compensation and increasing overhead and litigation, good money habits are more important to doctors than ever before. Below, my […]

Physicians Facing Increased Risk as Investment Fraud Targets

Ike Devji, J.D. The amount of fraud targeting doctors is increasing daily as they, like everyone else, are feeling the pinch of current economic conditions, decreasing compensation and stalled or negative investment momentum. Those of us in legal and financial professions know that markets are primarily motivated by fear and greed, meaning fear of loss […]