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Attorney Ike Devji

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How To Test Your Legal And Financial Planning Today

July 30, 2018 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 about your own plans TODAY, while you still can. Many of those I counsel are in high-income, high-stress, and high-liability professions. Whether you are a business owner, entrepreneur, physician, your  planning […]

Filed Under: Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, business legal planning, Business Owners, business survival, buy sell agreement, closely held business, Crisis Management Planning, disability insurance, Divorce, Entrepreneurs, family business, Family Office, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Life Insurance, Succession and Transition Planning, Surgeons and Surgical Centers Tagged With: advisors, arizona, Asset Protection, business law, crisis management, death, disability, Entrepreneur, Estate plan, estate planning, Ike Devji, law, partnerships, personal finance, phoenix, scottsdale

Ask These Questions Before Buying Life Insurance

November 13, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

The fourth quarter of the year is when life insurance sales kick into high gear. In many cases, life insurance is often sold as a tax savings plan, here are the questions you must ask before purchasing this important asset. The majority of this discussion involves the use of some form of “whole life” insurance […]

Filed Under: Due Dilligence, estate planning, estate tax, Ike Devji, ILIT, Life Insurance Tagged With: CPA, Doctors, Due Diligence, entrepreneurs, financial advisors, Ike Devji, investing, life insurance, scams, tax planning, taxes

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

What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)

May 1, 2014 by Ike Devji, Asset Protection Lawyer 1 Comment

We’ve previously devoted a number of discussions to the use of life insurance by physicians and business owners including a look at how to buy insurance and discussions of its specific uses and how much life insurance a doctor and his or her spouse should have. This week we take an introductory look at a […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, asset protection strategies, estate planning, estate taxes, financial literacy, Irrevocable Life Insurance Trust, Life Insurance, LIFE INSURANCE CREDITOR PROTECTION Tagged With: Asset Protection, business owners, ceo, Doctors, estate tax, Ike Devji, ILIT, lawyer

Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning

January 22, 2014 by Ike Devji, Asset Protection Lawyer 1 Comment

I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner or simply the stay at home family C.E.O. that helps manage the family’s wealth and success. Over the last ten we’ve seen both positive and negative behavior patterns among different […]

Filed Under: Asset Protection, business legal planning, business survival, Divorce, estate planning, family liability, financial literacy, Life Insurance, wealth transfer, women & money Tagged With: business owners, ceo, estate planing, finance, financial literacy, Ike Devji, investing, phoenix, Physician, scottsdale, women

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

Essential Legal and Financial Documents, an Emergency Checklist

November 26, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Finding key documents can be trying and laborious under the best circumstances, even with plenty of notice, like at tax time every year. Finding them under stress or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis is often impossible. This […]

Filed Under: Asset Protection, business legal planning, business survival, Crisis Management Planning, ESTATE MANAGEMENT, financial advisors, financial literacy, intangible assets, Life Insurance, personal security, professional athletes, property insurance, risk management Tagged With: Asset Protection, crisis management, Ike Devji, legal documents, legal planning, personal finance, personal security, prepping, risk management

VIDEO: How does an Irrevocable Life Insurance Trust or ILIT Work? Life Insurance Creditor Protection

August 15, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Great introduction to some benefits of a life insurance trust. Of course, from my perspective, which is always based on wealth preservation, a key benefit not mentioned is that PROTECTS the cash value and death benefit for both the insured and the beneficiaries.  – Ike Devji    

Filed Under: Asset Protection, asset protection strategies, ILIT, Irrevocable Life Insurance Trust, Life Insurance, LIFE INSURANCE CREDITOR PROTECTION Tagged With: arizona creditor protection, Asset Protection, creditor protection life insurance, estate planning, Ike Devji, ILIT

Doctors Lack Key Financial Planning Info

June 24, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

Recently, I read a 48-page report issued by AMA Insurance on financial preparedness among  physicians, based on 2,500 respondents. Consensus: Many doctors feel  they are under-planned and undereducated about personal finance issues. The good news? We’ve already covered and continue to address many of these issues for you here and at www.PhysiciansPractice.com, where this article […]

Filed Under: chiropractors, dentists, Doctors, estate planning, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Life Insurance, physicians Tagged With: disability insurance, Doctors, financial planning, Ike Devji, life insurance, Long term care insurance, retirement planning, retirment savings

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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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