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Attorney Ike Devji

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Tax Scam Warning – Fraud and ID Theft in 2015

February 2, 2015 by Ike Devji, Asset Protection Lawyer Leave a Comment

Tax filing related scams are at all-time high and we are warning our clients about some specific fact patterns and known risks.  These criminal scams take many forms including mail, phone, email and now even social media and texts. Phone calls and email still seem to make up the bulk of the attempts, make sure […]

Filed Under: financial literacy, fraud, id theft, information security, legal documents and records, risk management, scams, taxes Tagged With: Asset Protection, CPA, fraud, I.R.S., ID theft, Ike Devji, infosec, personal security, security, taxes

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

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

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
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