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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

When An Estate Plan Isn’t Asset Protection

November 6, 2017 by Ike Devji, Asset Protection Lawyer Leave a Comment

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 advice involved some common misconceptions among lay people and advisors about very basic legal and risk management concepts. Understand the REAL Role of Your Estate Planning For the most successful and/or […]

Filed Under: Arizona Asset Protection, Arizona Estate Planning, Asset Protection, Asset Protection Education, Asset Protection for Doctors, asset protection trusts, estate planning, Family Legal Planning, financial literacy Tagged With: arizona, Asset Protection, estate planning, phoenix, revocable living trust, scottsdale, trusts

Estate Planning FAIL: Trusts Without Pour-Over Wills

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

  This is the first article in a new series by Probate Litigation  attorney Robert Sewell which will focus on “war stories” regarding common estate planning mistakes, as seen by a probate and trust litigator.  These stories are meant to serve as lessons for the average reader.  If you see the fact pattern below in your estate plan, […]

Filed Under: Arizona Estate Planning, estate planning, estate tax, Family Legal Planning, Gifting - Wealth Transfer, women & money Tagged With: arizona, estate, estate planning, Ike Devji, inheritance, lawsuits, pour-over will, Probate, Robert Sewell

Estate Planning, Sugar Daddies and Lawsuits, Oh My

February 20, 2014 by Ike Devji, Asset Protection Lawyer Leave a Comment

Given the current and often predatory nature of modern personal relationships I thought this piece by my friend and colleague Robert Sewell of Davis Miles McGuire Gardner was interesting and timely, to say the least. Bob practices heavily in the area of probate litigation, which is where late or poorly drafted estate plans end-up, usually […]

Filed Under: Arizona, Arizona Estate Planning, Asset Protection Fraud and Failures, children, Divorce, estate planning, family liability, FAMILY OFFICE ISSUES, financial literacy, Ike Devji Tagged With: Davis Miles McgUire Gardner PLLC, Estate Litigation, estate planning, Ike Devji, Probate, Robert Sewell, Sugar Baby, Sugar Daddies, trusts, wills

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

When Should You Update Your Estate Plan?

August 21, 2013 by Ike Devji, Asset Protection Lawyer Leave a Comment

We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on those areas of concern. Today we continue our examination of those blind spots by addressing a common question: When should I update my estate plan? We’ve previously addressed common estate-planning […]

Filed Under: Arizona, Arizona Estate Planning, estate planning, estate taxes, family business, Finance, financial literacy, Legal Strategies Tagged With: addiction, arizona lawyers, children, divorce, estate planning, family, family trust, Ike Devji, marriage, restatement, revocable living trust, special needs, trusts, updates, wills

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

Hidden Assets, Buried Gold, Stuffed Safes and Other Asset Protection and Estate Plans FAILS

July 30, 2012 by Ike Devji, Asset Protection Lawyer 4 Comments

The article below is by Attorney Mike King, and shares some detail on the legal issues surrounding intestate property and especially that which is “hidden” and undisclosed. My expectation is that this will be a common story for the next twenty years plus as many people who are currently accumulating and “hiding” assets like gold, jewels, […]

Filed Under: Asset Protection, Asset Protection Fraud and Failures, estate planning, estate tax, financial literacy, funding, Gifting - Wealth Transfer, Legal Strategies, personal security, recession, recession survival, Wealth Transfer Strategies Tagged With: arizona lawyers, Asset Protection, estate planning, Gammage and Burnham, hiding assets and wealth, Ike Devji, intestate assets, Mike King, phoenix lawyers, physical gold

Protection for Your Most Valuable Asset…Your Children

May 10, 2012 by Ike Devji, Asset Protection Lawyer Leave a Comment

We always try to to be clear about the difference between two related sciences, Estate Planning (a.k.a. DEATH planning, what happens to my “stuff” and family when I die) and Asset Protection planning (a..k.a. LIFE planning how do I make sure my “stuff” lasts my whole life and is preserved for my family).  At the end of […]

Filed Under: Asset Protection, children, estate planning, financial literacy, parenting Tagged With: Asset Protection, children, estate planning, family training, guardianship, Ike Devji, parents, vonda chappell

Common Estate Planning Mistakes Made By Physicians

December 29, 2011 by Ike Devji, Asset Protection Lawyer 1 Comment

For most doctors, the second step taken in personal financial and legal planning after setting up retirement accounts is some basic estate planning, typically in the form of a will or a revocable living trust. Below are some of the common issues that negatively affect physicians and their families if not properly addressed. The good […]

Filed Under: chiropractors, dentists, Doctors, estate tax, FINANCIAL ISSUES FOR DOCTORS, financial literacy, Ike Devji Tagged With: Asset Protection, Dentists, Doctors, estate planning, Ike Devji, physicians investing, trusts

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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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