Asset Protection Trust Jurisdictions for Physicians – Part 1, Domestic
April 16, 2013
In our discussion two weeks ago we introduced the Asset Protection Trust (or APT) as a tool and answered some of the most frequently asked
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What Could Bravo’s ‘The Queen of Versailles’ have to do with Asset Protection?
April 16, 2013
Quite a bit actually as it shows the stupidity of reckless excess spending, the importance of having cash (even for the rich) and the failure
Tax Scams: I.R.S Dirty Dozen Targets Doctors and Business Owners
March 25, 2013
With fewer than 60 days until tax time the annual 11th-hour tax planning rush by doctors is in full swing. The Dirty Dozen listing, compiled
Medical Practice Liability Insurance Tune Up: The First Line of Defense
March 19, 2013
We’ve previously detailed both the most common fatal flaws in physicians’ asset-protection planning and the reasons insurance alone is inadequate to protect doctors. Those issues
Bad Advice Doctors, Business Owners Get from Financial Advisors
February 19, 2013
As we have discussed here multiple times in the past, the most effective wealth preservation planning has four key components: tax planning, legal planning, investment
10 Survival Tips on Asset Protection for Real Estate Investors & Owners
February 6, 2013
Real estate management issues fall into several basic categories: debt, liability, and loss. We provide an introduction to these issues to help you get
Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.
November 26, 2012
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that
Current FDIC Deposit Insurance Coverage Limits – Asset Protection and Your Bank
August 23, 2012
FDIC Deposit Insurance Coverage A common and reasonable question we get from clients is on the safety and solvency of their bank and what exactly
Captives and Physicians: Choosing Jurisdiction and Type
August 14, 2012
By Ike Devji, JD | August 7, 2012 Physicians are always being promised the holy grail of asset protection, tax savings, and growth.
Seven Ways To Survive a Business Cashflow Crunch – CEO/Entrepreneur/Startup
August 10, 2012
Over the last few years the concept of Asset Protection has greatly expanded to include not just the traditional threats like litigation exposure, but effective