Inherited Real Estate Part One: A Checklist For Heirs
January 29, 2025
A record estimated 75 trillion dollars in assets is passing to baby boomers and their heirs, including a very significant amount of residential real estate.
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estate planning
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Ask These Questions Before Buying Life Insurance
November 13, 2017
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
When An Estate Plan Isn’t Asset Protection
November 6, 2017
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
IRA Creditor Protection Issues – Asset Protection
June 12, 2015
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,
Estate Planning FAIL: Trusts Without Pour-Over Wills
February 2, 2015
This is the first article in a new series by Probate Litigation attorney Robert Sewell which will focus on “war stories” regarding common estate
What’s the Difference Between a Will and a Trust and Which one Do I Need?
June 9, 2014
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
What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)
May 1, 2014
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
Arizona Asset Protection Attorneys Featured at 17th Annual Wealth Protection Conference, May 2014
April 2, 2014
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
Estate Planning, Sugar Daddies and Lawsuits, Oh My
February 20, 2014
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
Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning
January 22, 2014
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