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Attorney Ike Devji

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Ask These Questions Before Buying Life Insurance

November 13, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 […]

Filed Under: Due Dilligence, estate planning, estate tax, Ike Devji, ILIT, Life Insurance Tagged With: CPA, Doctors, Due Diligence, entrepreneurs, financial advisors, Ike Devji, investing, life insurance, scams, tax planning, taxes

When An Estate Plan Isn’t Asset Protection

November 6, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

In a previous post I shared the details of the incomplete (if not financially fatal) advice  one physician got from a source with questionable experience. That advice involved some common misconceptions among lay people and advisors about very basic legal and risk management concepts. Understand the REAL Role of Your Estate Planning For the most successful and/or […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, asset protection trusts, estate planning, Family Legal Planning, financial literacy Tagged With: arizona, Asset Protection, estate planning, phoenix, revocable living trust, scottsdale, trusts

IRA Creditor Protection Issues – Asset Protection

June 12, 2015 by Ike Devji, Asset Protection Lawyer 1 Comment

Although IRA asset protection is provided by law to most personally owned and funded IRA accounts there are several other important asset-protection issues doctors, business owners, and other successful individuals need to consider. The (very) general rules of thumb about IRAs: For the purposes of brevity in the context of this column, in most cases, your […]

Filed Under: Arizona Asset Protection, Asset Protection, Asset Protection for Doctors, asset protection law, asset protection trusts, Baby Boomers, estate planning, Family Legal Planning, financial advisors, financial literacy, IRA creditor protection, IRA Trusts, Marriage and Family, Retirement Plan Creditor Protection, retirement plan funding Tagged With: arizona, asset protection lawyer, Creditor Protection, Expert, Heirs, Ike Devji, Inheritence, IRA, IRA Trusts

Estate Planning FAIL: Trusts Without Pour-Over Wills

February 2, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

  This is the first article in a new series by Probate Litigation  attorney Robert Sewell which will focus on “war stories” regarding common estate planning mistakes, as seen by a probate and trust litigator.  These stories are meant to serve as lessons for the average reader.  If you see the fact pattern below in your estate plan, […]

Filed Under: Arizona Estate Planning, estate planning, estate tax, Family Legal Planning, Gifting - Wealth Transfer, women & money Tagged With: arizona, estate, estate planning, Ike Devji, inheritance, lawsuits, pour-over will, Probate, Robert Sewell

What’s the Difference Between a Will and a Trust and Which one Do I Need?

June 9, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

An estate plan is always necessary unless you want your estate to pass through “operation of law” which involves the long, uncertain, public and expensive process at your death with a stranger (the courts) deciding who gets everything you leave behind. This process often leads to heartache, delay and additional stress for those you leave […]

Filed Under: Arizona, Arizona Estate Planning, children, Crisis Management Planning, estate planning, Family Legal Planning, financial literacy, legal documents and records, parenting, professional athletes, professional entertainers, Wealth Transfer Strategies, women & money Tagged With: arizona, attorney, Family Legal Planning, Ike Devji, parents, phoenix, scottsdale, Trust, Will

What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)

May 1, 2014 by Ike Devji, Asset Protection Lawyer 1 Comment

We’ve previously devoted a number of discussions to the use of life insurance by physicians and business owners including a look at how to buy insurance and discussions of its specific uses and how much life insurance a doctor and his or her spouse should have. This week we take an introductory look at a […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, asset protection strategies, estate planning, estate taxes, financial literacy, Irrevocable Life Insurance Trust, Life Insurance, LIFE INSURANCE CREDITOR PROTECTION Tagged With: Asset Protection, business owners, ceo, Doctors, estate tax, Ike Devji, ILIT, lawyer

Arizona Asset Protection Attorneys Featured at 17th Annual Wealth Protection Conference, May 2014

April 2, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

Attorneys Charlie Davis and Ike Devji will be speaking at the 17th Annual Wealth Protection Conference on May 9 and 10 in Mesa Arizona. Topics covered at the conference will include: How To Protect Your Assets For Generations,   How to Safely and Legally Use Offshore Trusts and Banks,  Common Fatal Flaws and Misconceptions That Cost […]

Filed Under: Arizona, Arizona Asset Protection, Asset Protection, asset protection strategies, Business Owners, business survival, Doctors, estate planning, Ike Devji, offshore trusts, women & money Tagged With: arizona, Asset Protection, Charlie Davis, education, Ike Devji, lawyers, phoenix, scottsdale, speakers, Wealth Preservation, Wealth Protection Conference 2014

Estate Planning, Sugar Daddies and Lawsuits, Oh My

February 20, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

Given the current and often predatory nature of modern personal relationships I thought this piece by my friend and colleague Robert Sewell of Davis Miles McGuire Gardner was interesting and timely, to say the least. Bob practices heavily in the area of probate litigation, which is where late or poorly drafted estate plans end-up, usually […]

Filed Under: Arizona, Arizona Estate Planning, Asset Protection Fraud and Failures, children, Divorce, estate planning, family liability, FAMILY OFFICE ISSUES, financial literacy, Ike Devji Tagged With: Davis Miles McgUire Gardner PLLC, Estate Litigation, estate planning, Ike Devji, Probate, Robert Sewell, Sugar Baby, Sugar Daddies, trusts, wills

Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning

January 22, 2014 by Ike Devji, Asset Protection Lawyer 1 Comment

I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner or simply the stay at home family C.E.O. that helps manage the family’s wealth and success. Over the last ten we’ve seen both positive and negative behavior patterns among different […]

Filed Under: Asset Protection, business legal planning, business survival, Divorce, estate planning, family liability, financial literacy, Life Insurance, wealth transfer, women & money Tagged With: business owners, ceo, estate planing, finance, financial literacy, Ike Devji, investing, phoenix, Physician, scottsdale, women

LIfe Insurance for Doctors and Business Owners – Key Due Dilligence Questions for Buyers

December 17, 2013 by Ike Devji, Asset Protection Lawyer 1 Comment

The last two weeks of the year is high selling season for life insurance polices as doctors rush to fund various retirement plans and as advisers take advantage of year-end wealth-transfer opportunities and favorable deals sometimes available from insurance companies. Knowing the right questions to ask about an insurance policy is a key issue for […]

Filed Under: Business Owners, cpa, creditor protected cash alternatives, defined benefit plans, Doctors, estate planning, finacial advisors, financial advisors, financial literacy, Irrevocable Life Insurance Trust, Life Insurance, retirement plan funding Tagged With: Asset Protection, buying, Defined Benefit, due dilligence, Ike Devji, life insurance, life insurance buying

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See Ike’s Work In Action

· Ike Devji on Acrimoney.com
· Ike Devji on CFO ADVISORS
· Ike Devji on Infosec Island
· Ike Devji on Risk and Threat Management

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