Trusts 101 – Basic Vocabulary Of Trusts
February 7, 2022
Trusts can be effective and important legal tools, but they are not all the same and they are not universally interchangeable. We examine some of
Articles:
financial literacy
Podcast: Asset Protection, Crypto, Trusts and Alternative Investments
January 30, 2022
Listen to the Episode HERE Asset protection attorney Ike Devji was a recent guest on the Business Roundtable Podcast Hosted by Matt Battaglia and was
Recession Asset Protection – Is My Bank Safe?
May 18, 2020
One very common concern and question during times of economic hardship, like the recession many believe we are now entering due to the Coronavirus, is
How To Test Your Legal And Financial Planning Today
July 30, 2018
Will your legal and financial planning really protect your family and your business? Asset Protection attorney Ike Devji on the tough questions you must ask
Asset Protection Basics for Doctors: Interview
July 30, 2018
Asset Protection attorney Ike Devji helps protect thousands of doctors nationally and is a frequent CME presenter and author on this area of the law.
Captive Insurance Companies In Harm’s Way
February 27, 2018
Captive insurance companies owned by small businesses and doctors are often thinly disguised abusive tax shelters. Their owners and their promoters are currently being harshly
Why Giving Assets To Spouse, Relatives Isn’t Asset Protection
February 26, 2018
The thing about bad planing is that it tends to stack up, getting bigger and badder with each step. Like waiting too late to act,
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
Asset Protection: What Your Umbrella Policy Covers
June 27, 2017
Understanding the Vital Role of Your Umbrella Policy (And Why It is Not Enough On It’s Own) Financial columnist Steve Savant interviews asset protection attorney Ike Devji on Asset Protection
A $500K Asset Protection FAILURE
March 1, 2017
Successful business owners and doctors face many different kinds of risks. The following real story* illustrates significant exposures in one physician’s planning. Failure to Adequately Insure and