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
Articles:
Life Insurance
Ask These Questions Before Buying Life Insurance
November 13, 2017
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
Year-End Tax Plan Sales Targeting Doctors, Business Owners
October 27, 2015
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
What is an ILIT or Irrevocable Life Insurance Trust ? (and why should doctors and business owners use it)
May 1, 2014
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
Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning
January 22, 2014
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
LIfe Insurance for Doctors and Business Owners – Key Due Dilligence Questions for Buyers
December 17, 2013
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
Key Legal Documents Everyone Facing a Divorce Must Update
December 5, 2013
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
Essential Legal and Financial Documents, an Emergency Checklist
November 26, 2013
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
VIDEO: How does an Irrevocable Life Insurance Trust or ILIT Work? Life Insurance Creditor Protection
August 15, 2013
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
Doctors Lack Key Financial Planning Info
June 24, 2013
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