Asset Protection Tips for Physicians, Business Owners, and Professionals

  These three asset protection tips can help physicians, business owners, and other professionals protect their assets from various types of creditors. Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught...
Three Asset Protection Planning Tips for Doctors, That You Can Use Too!

Three Asset Protection Planning Tips for Doctors, That You Can Use Too!

The practice of medicine is a profession fraught with liability.  It’s not just medical malpractice claims either – employment related issues (wrongful termination, sexual harassment, and discrimination), careless business partners and employees, and contractual...

Asset Protection: Avoiding Losses from Liability Exposure

Understanding Losses: Liability Exposure We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors—even if you are...

How to Protect Inherited IRAs After the Clark v. Rameker Decision

A couple of weeks ago, we talked about the landmark, unanimous 9-0 decision handed down on June 12, 2014, in which the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are...

Asset Protection Scams – Beware and Be Smart

I have reprinted the following column by Jay Adkisson, the asset protection columnist for Forbes.com.  He is one of the top asset protection commentators in the country and knows the asset protection business as well as anyone.  If you need asset protection, or want...

Tis the Season . . . to Gift (or Not)

We have discussed the 2012 tax-saving opportunity quite a bit here lately.  You can read previous posts here and here.  This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...

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