Asset Protection 101
“Start Your Journey Here”
While this site has a great deal of information for those needing asset protection and their advisors, there are some basic due diligence issues that every successful person should understand. We’ve broken down some of the most common issues into short, easily digestible summaries at the links below that will provide a good starting point to preserving your wealth.
Who Needs Asset Protection?
RISK FACTORS OF THOSE NEEDING ASSET PROTECTION
- They are high net-worth, high liability, or they will be soon (i.e. new doctor, rookie, athlete, new business owner)
- They drive a vehicle and/or own a home
- They are a board member, officer or director of a public or private business
- They are a board member of a charitable, school private foundation or other board
- They have assets that would be difficult to replace if lost or reduced
- They have employees
- They own their own business
- They have professional liability
- They own liability generating assets like investment real estate
- They are highly visible locally or nationally and are perceived to hold substantial wealth
- They have children, spouses and other extended family in their homes and driving their vehicles
- They are selling a business and replacing recurring income with a single lump sum
Common Questions
Top Categories
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- Asset Protection
- Asset Protection for Doctors
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- View All
- Asset Protection
- Asset Protection for Doctors
- asset protection strategies
- business legal planning
- business survival
- financial literacy
Doctor’s Defamation Liability on Social Media
Doctors use of social media to promote themselves, their practices, side hustles and a variety of passions and social causes ...
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Social Media and Asset Protection Don’t Always Mix
Successful people are more active on social media than ever, and that activity includes a heavy emphasis on personal finance ...
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Medical Justice Podcast: Asset Protection Discussion With Dr. Jeff Segal
Asset Protection attorney Ike Devji was recently featured on the Medical Justice Podcast, hosted by Dr. Jeff Segal. Medical Justice ...
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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 ...
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Small Business Recession Survival
Both the United States and many other key world powers face a current turbulent political and economic landscape. A variety of ...
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2019 Asset Protection Essentials
Asset protection takes many individual forms and ranges from simple to complex, but there are some universal basics. Proactively addressing ...
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