By Tammy Bogner, Brian Layman, David B. Mandell, JD, MBA

By Christopher R. Jarvis, MBA, David B. Mandell, JD, MBA

As frequent speakers to physicians on asset protection and advanced planning, we are often asked about captive insurance companies (CICs). Certainly, CICs can be ideal tools if they are created for the right type of practice and are established and maintained properly. In this article, we will examine the benefits and costs of CICs and then demonstrate a case study of two doctors who use CICs to significantly enhance many areas of his comprehensive financial planning.

By Christopher R. Jarvis, MBA, David B. Mandell, JD, MBA, Jason O'Dell

They say your home is your castle. Did you ever think there might be barbarians at your gate? With half of all medical malpractice lawsuit judgments over $1 million dollars, there is a real chance that a lawsuit judgment against you or your partners could actually threaten your personal assets. If you aren't lucky enough to live in one of the few states with excellent "homestead" protection, you are likely to be at risk of losing your home in the event of an outrageous judgment (and even homestead is now threatened as well).

By Christopher R. Jarvis, MBA, David B. Mandell, JD, MBA, Joseph J. Strazzeri, Danny Wexler

As attorneys and financial planner specializing in working with business owners and professionals in the area of Wealth Protection, we are often asked which "one tool" is the
most important for any overall asset protection plan. While the answer to such a question inevitably depends on the client's goals, in our practices, the one tool which we most often employ for our clients is the family limited liability company (FLLC).

By Carole C. Foos, CPA, Christopher R. Jarvis, MBA, David B. Mandell, JD, MBA

We discuss the uses of Captive Insurance Companies, the steps required to implement them, and for which individuals they are most appropriate.