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Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

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What Should Busy Doctors Consider with an Asset Protection Plan?

October 22, 2019

Having the best financial practices in place is important for new and experienced physicians. Doctors are unique due to the significant amount of time they spend in undergraduate college and medical school, and residency.

It can be difficult to keep up with all of the various aspects of running a business as a doctor and taking care of patients. It is very important for physicians, in particular, to consider how their assets will be distributed at their death, as well as who is given authority to make financial and medical decisions on their behalf in the event of incapacity.

Doctors are unfortunately exposed to a higher than usual rate lawsuit risk, meaning that it is imperative to take into account opportunities with asset protection planning, tax planning, lifestyle planning, planning for long-term care, retirement planning, investment planning, and insurance planning should also be incorporated into the bigger picture for a physician looking to accomplish estate planning and similar goals.

It can be difficult to figure out the first steps to take if you find yourself in this position. A team of experienced and dedicated estate planners can help you to sort what is most appropriate for you and how to proceed with obtaining the necessary documents and putting these strategies into place.       


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Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more