Sep 9, 2020
Asset Protection w/ Ike Devji of Arizona Wealth Law
- BRT S01 EP31 9-06-20
Guest: Ike Devji Asset Protection Attorney
w/ Arizona Wealth Law
Ike’s expertise in the areas of asset protection, trusts, LLC,, off shore asset protection, and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business. He is an AZ resident for 40 years and graduated from University of Arizona who has spoken, taught classes and written numerous articles (over 300) on asset protection, and books. Ike's client base is over 5000 with collected $5 Billion in personal assets.
He discusses asset protection, trusts, LLC, off shore asset protection and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business.
We ask Ike:
What are some current risks business owners need to be aware of related to COVID19?
Notes on Asset Protection:
One option for protecting your assets is to pull the equity out of them and put that cash into assets that your state protects. Suppose, for example, that you own an apartment building and are concerned about potential lawsuits. If you took out a loan against the building's equity, you could place the funds in a protected asset, such as an annuity (if annuities are sheltered from judgments in your state).
There are some inexpensive, simple ways to protect assets that anyone can implement:
Guest: Denver Nowicz, President - Wealth For Life
Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.
Denver joins Matt to discuss asset protection specific to investments and protecting business equity.
Link to Taxes Show on 10/31/2021 w/ Denver: Here
Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here
Link to Shows, Denver was a Guest: Here
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
More 'Best of Investing': Here
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Business Roundtable with Matt Battaglia
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