Welcome to Physician Planning Group LLC,

All across California, wealthy physicians lack an effective estate and asset protection plan that will protect themselves and their loved ones. Unfortunately, failure to plan can have disastrous consequences for themselves and their loved ones.

Physicians have unique needs when it comes to estate and asset protection planning, such as:

• The desire to pass large amounts of wealth to loved ones in a way that will protect those people from creditors, divorce and lawsuits;
  
  
• Qualified Retirement Plans such as IRAs and 401Ks that can result in up to a 71% tax upon death if not managed correctly;
  
  
• High profile exposure to potential lawsuits despite an inability to obtain adequate malpractice insurance;
  
  
• The need for avoiding estate taxes while retaining control of assets;
  

Fortunately, we understand the needs of physicians and their families and have developed a unique estate planning and asset protection plan designed to protect physicians and ensure that their legacy and assets will be protected for generations to come.