Planning for physicians and other medical professionals requires special consideration. Doctors and dentists have the same pressures running their practices as every other business owner, but they must also deal with special regulatory and asset protection issues. Of course, a good practitioner not only wants to help his or her patients; he or she wants to protect his or her family and preserve his or her wealth! Good planning involves an intersection of many considerations in the financial services world: business planning, exit strategies, investments, estate planning, asset protection planning.
Ms. Copley, the daughter of an M.D., has experience with and sensitivity to these issues.
- Download Jan’s article “Closing My Father’s Medical Practice” (in pdf format). Originally from Southern California Physician, May 2005
