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Attorney Ike Devji

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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

Are 529 plans creditor protected? Maybe.

October 27, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

Asset Protection attorney Ike Devji was recently quoted in financial author Geri Detweiler’s article on creditor protection of 529 college savings plans that appeared at Yahoo Finance and Credit.com among several other sites.   SEE THE ARTICLE HERE:  http://blog.credit.com/2015/10/can-a-debt-collector-take-my-kids-college-fund-126590/   The article explores the often complex and confusing laws surrounding the creditor protection of 529 […]

Filed Under: 529 and College Savings Plans, asset protection strategies, Baby Boomers, Bankruptcy, children, Family Legal Planning, parenting Tagged With: 529, Asset Protection, college savings plans, Creditor Protection, kids, parents

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

Prenuptial Agreements Key Issue in Asset Protection

May 6, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

One of the issues most likely to adversely affect your wealth is a simple statistic: nearly 50 percent of marriages end in divorce. With the summer wedding season upon us it’s time for a simple discussion of prenuptial agreements and why they must be part of every business owner, executive and physician’s risk-management plan. I […]

Filed Under: Asset Protection, Asset Protection for Doctors, asset protection strategies, Baby Boomers, Business Owners, CEO, Divorce, Family Legal Planning, Family Office, Marriage and Family, women & money Tagged With: arizona, Asset Protection, divorce, Ike Devji, marriage, Prenup, Prenuptial Agreement, Wedding

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 Baby Boomers Must Know About Selling Their Business

November 18, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

We provide asset protection planning for many types of people. One of my favorite types of client is the successful business owner who is ready to sell and enjoy the fruits of their hard earned labor. Contrary to popular advice, your liability does not end at the sale and one of the things I’m always […]

Filed Under: Baby Boomers, business legal planning, Business Owners, closely held business, family business, Family Legal Planning, Succession and Transition Planning Tagged With: arizona, Baby Boomers, business sale, Exit Planning, lawyers, Sucession Planning, Susan Wells

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

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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Recent Posts

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