Asset Protection and Estate Planning

As I talk with physicians and other professionals online and in person, I find that they usually have just as much interest in protecting what they have as in accumulating more.  Good personal finance habits and investing skills help you to build up more.  The twin topics of asset protection and estate planning help you to protect what you have from creditors, the IRS, and those who you'd rather not get your assets when you die.  This page consolidates some of the posts I've done on these topics.

Asset Protection

Introduction to Asset Protection

Umbrella Insurance

A Study on Malpractice

Irrevocable Life Insurance Trusts


Estate Planning

Introduction to Estate Planning

Don't Mix Insurance with Investing

The Stretch IRA

Revocable Living Trusts

Credit Shelter Trust

Irrevocable Life Insurance Trust