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 […]
Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning
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 […]
Asset Protection Lawyer Ike Devji: Real Estate Liability Issues for Investors: AUDIO INTERVIEW
Asset Protection Attorney Ike Devji was recently interviewed for the second time by Joe Scarp and Korene L. Clopine-Seaman, the hosts of Your Source For Real Estate Radio in Scottsdale, Arizona. Ike discussed a variety of liability and asset protection issues for real estate, owners, investors and developers including the most common mistakes in real estate […]
Advisor Banned By FINRA for bad OBA and R.E. deals with NFL Players
A former financial advisor who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals including real estate deals he took a peice of has been banned from the securities industry. See the story: http://www.fa-mag.com/news/advisor-barred-from-industry-for-bilking-nfl-players-13600.html?section=43 I wish I could say this was unusual, it’s not. […]
10 Survival Tips on Asset Protection for Real Estate Investors & Owners
Real estate management issues fall into several basic categories: debt, liability, and loss. We provide an introduction to these issues to help you get your house in order below. As many business owners and physicians also have investment in real estate outside their business itself, I’ve included issues of wide applicably. Debt The nature of […]
Professional Athletes: Fraud, Investing and Lawsuits
We work with professional athletes on a variety of asset protection and business related issues. Although surrounded by managers and agents, they are often victimized by fraud schemes and increasingly coming under fire themselves, in many cases after making bad moves due to financial pressures. Here are 3 recent articles on these exposures, check […]
Asset Protection & Investing; What’s Your Defensive Position?
I’m not a financial advisor but I work with some of the best ones in the United States because they often have clients that understand the finite and fragile nature of wealth and that we must take proactive steps to protect it. One of the top financial advisors I regularly turn to for solutions and […]
