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Estate Planning for Medical Professionals

If you are a lawyer, doctor, dentist, veterinarian, or hold a different professional license, you likely have some unique planning needs. Consider, for example, some of these questions to see if you would benefit from a consultation:
  • Are you concerned about protecting personal assets from professional or business liability? If so, we can talk about proper business structure and optimal separation of different business and personal assets, among other subjects related to liability protection.
  • Does your business have an appropriate succession plan to ensure that you and/or your loved ones will receive the anticipated value of your practice at the time of your retirement or death? This is especially important when state law prohibits non-licensed individuals from owning a professional practice.
  • Are you interested in exploring tax strategies that are especially applicable to practicing professionals?
  • Do you have an appropriate plan for the transfer or sale of part or all of your practice to minimize tax exposure and maximize liability protection?
Inter Vivos will walk you through these and many other issues related to your professional business so you can focus on your profession with peace of mind and with more money in your pocket. Give us a call today to see how we can help.
Interested in ​Estate Planning for Medical Professionals?

E-book: "Estate Planning For Sharks and Big Fish"

Today's world is filled with risks and regulations. Even the biggest and most fearless fish in the sea can sometimes be brought down if they are not prepared for it. Our upcoming E-Book, "Estate Planning for Sharks and Big Fish" outlines critical considerations for high net worth individuals, capitalists, and professionals to avoid the traps laid for them of  taxes, lawsuits, and other estate considerations which are all too common in the waters of life.