Blog

Top 7 Asset Protection Misconceptions For Physicians-CaseyandLundregan

Top 7 Asset Protection Misconceptions For Physicians

June 29, 2018

The purpose of this article is to debunk some of the commonly held myths about asset protection and to motivate the reader to take some basic, inexpensive steps to learn…

THE 6 MOST COMMON MISTAKES PHYSICIANS MAKE PROTECTING THEIR ASSETS-Spare 2

The 6 Most Common Mistakes Physicians Make Protecting Their Assets

June 29, 2018

You worked hard to get where you are! The thought of losing it all to a malpractice or accident leads to many sleepless nights (or should). 1. Not Having Enough…

THE 6 MUST KNOW ASSET PROTECTION MEASURES FOR PHYSICIANS-Spare2

The 6 Must Know Asset Protection Measures for Physicians

June 29, 2018

1. Form a Professional Corporation Professional Corporations do not offer professional liability asset protection. They do not protect you if you remove the wrong kidney. However, they can still provide…

An Asset Protection Warning For Doctors-CaseyandLundregan

An Asset Protection Warning for Doctors

June 29, 2018

The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in exposed home equity and other significant assets from a state with less than…

#1 MYTH OF ASSET PROTECTION_ WHY YOU CAN LOSE ASSETS IN A MEDICAL MALPRACTICE LAWSUIT-CaseyandLundregan

#1 Myth Of Asset Protection: Why You Can Lose Assets In A Medical Malpractice Lawsuit

June 29, 2018

The thinking of many physicians around the country, and unfortunately their advisors as well, is that there is little to any risk of a physician losing their personal assets in…

WHAT PARENTS OF CHILDREN WITH DISABILITIES SHOULD KNOW-CaseyandLundregan

What Parents Of Children With Disabilities Should Know

June 5, 2017

Some major things to know when estate planning with a disabled child… Do you have a will or living trust? Have you selected a guardian for your minor children? For…

7 KEY THINGS WHEN MAKING A PLAN FOR A CHILD WITH DISABILTIES-CaseyandLundregan

7 Key Things When Making A Plan For A Child With Disabilities

June 5, 2017

Planning ahead seems daunting – but if you take it step by step, it is really not so bad! Step 1 – Future Planning For Your Child: How do you…

Why DIY Estate Planning Could Cost You And Your Heirs Thousands-CaseyandLundregan

Why DIY Estate Planning Could Cost You And Your Heirs Thousands…

June 5, 2017

You should not sacrifice great planning for a supposed money-saving deal which likely won’t work and will cost you or your heirs thousands. Six Reasons Not To Do Your Planning…

LEAVE ASSETS TO A SECOND SPOUSE WHEN YOU HAVE CHILDREN FROM A PRIOR MARRIAGE THE RIGHT WAY-CaseyandLund

Leave Assets To A Second Spouse When You Have Children From A Prior Marriage The Right Way

June 5, 2017

How do you ensure that both your new spouse and your children from your first marriage receive an inheritance? In this day and age, it is not uncommon to remarry…