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Attorney Ike Devji

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Year-End Tax Plan Sales Targeting Doctors, Business Owners

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

The last quarter of the year is historically an active time for physicians and business owners and their tax, legal and financial advisors. Given increased regulatory issues, I.R.S. scrutiny and increased fraud, it’s vital that you do some basic due diligence before you pull out your checkbook. Doctors are heavily solicited for a variety of tax and […]

Filed Under: business legal planning, business owner and entrepreneur, Business Owners, captive insurance company, closely held business, cpa, Due Dilligence, finacial advisors, Finance, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Life Insurance, scams, tax deductions, taxes Tagged With: captive insurance, Doctors, entrepreneurs, Ike Devji, life insurance, tax planning

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

Key Legal Documents Everyone Facing a Divorce Must Update

December 5, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

A common error after the expense and trauma of a divorce is not updating a variety of key legal and financial documents. You would not believe the number of estate plans and insurance policies that name an ex-spouse as the beneficiary of everything a client owns. Jeff Landers of Bedrock Divorce advisors provides a great summary […]

Filed Under: Divorce, estate planning, family liability, FAMILY OFFICE ISSUES, finacial advisors, financial literacy, kids, legal documents and records, Life Insurance Tagged With: Asset Protection, divorce, estate planning, Ike Devji, lawyer, legal documents, women

Advisor Banned By FINRA for bad OBA and R.E. deals with NFL Players

March 12, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

A former financial advisor who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals including real estate deals he took a peice of has been banned from the securities industry. See the story: http://www.fa-mag.com/news/advisor-barred-from-industry-for-bilking-nfl-players-13600.html?section=43 I wish I could say this was unusual, it’s not. […]

Filed Under: Asset Protection, CEO, commercial real estate, finacial advisors, Finance, fraud, investing, investment exposure, professional athletes, professional entertainers, real estate investing, scams Tagged With: advisors, ceo, commercial real estate, doctors financial, due dilligence, finance, Ike Devji, investing, Professional Athletes, Residential Real Estate, risk

THE VAULT: Asset Protection, Cash Alternatives and Life Insurance – UPDATED

September 2, 2011 by Ike Devji, Asset Protection Lawyer Leave a Comment

In the week ending august 14th another 24 Billion dollars left the securities market for the relative perceived safety of cash. These billions  of dollars simply added to the trillions of dollars already allocated that way because of fears of instability in the securities and real estate markets.  This large liquidity position has not gone un-noticed, unfortunately […]

Filed Under: Asset Protection, Best Money Market rates, creditor protected cash alternatives, Family Office, finacial advisors, Finance, financial advisors, high net worth, investment exposure, Jeff Christenson, Jumbo CD Rates, Life Insurance, Life Insurnace Conversions, Municipal Bonds, physicians, professional athletes, recession survival, Uncategorized, worth magazine Tagged With: Asset Protection, bank solvency risk, cash alternatives, COLI, Doctors, Ike Devji, Jeff Christenson, Jumbo CD, life insurance, money market, Vault, Wealth Preservation

ID THEFT ALERT – SCAMMERS POSING AS JURY DUTY OFFICERS

June 18, 2009 by Ike Devji, Asset Protection Attorney Leave a Comment

JURY DUTY SCAM !This has been verified by the FBI (their link is also included below). It is spreading fast so be prepared should you get this call. Most of us take those summons for jury duty seriously, but enough people skip out on their civic duty, that a new and ominous kind of fraud […]

Filed Under: Asset Protection, finacial advisors, fraud, id theft, Ike Devji

ASSET PROTECTION 101 FOR FOR FINANCIAL ADVISORS, LAWYERS AND CPA’S

June 12, 2009 by Ike Devji, Asset Protection Attorney Leave a Comment

This article was originally written for and published by ADVISOR TODAY, the journal of the National Association of Insurance and Financial Advisors. It has been used nationwide as a client and advisor education piece and has been selected for presentation at the annual meeting of the Academy of Financial Planning this fall in Anaheim, CA. […]

Filed Under: Asset Protection, cpa, finacial advisors, liability

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

Money Matters Interview

Recent Posts

  • The Business Roundtable Podcast: Asset Protection
  • The Risks of Doing Business With Family Members
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  • Recession Asset Protection – Is My Bank Safe?
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