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A starting point of 11 of the most common asset mistakes.
Physicians are engaging in a wide variety of estate and asset protection planning right now due to risks that include COVID-19; the economy; and various social, legal, and political variables. Unfortunately, not all of the strategies are equally legitimate or effective, and many doctors are still making these common mistakes.
This list is a starting point that just touches on some of the most common asset protection mistakes doctors make I’ve seen over the last two decades. Get personalized help from experienced professionals that takes your facts into account.
Ike Devji, JD, has practiced law exclusively in the areas of asset protection, risk management and wealth preservation for the last 16 years. He helps protect a national client base with more than $5 billion in personal assets, including several thousand physicians. He is a contributing author to multiple books for physicians and a frequent medical conference speaker and CME presenter. Learn more at www.ProAssetProtection.com.