Using Trusts to Protect Assets: What Every Physician Should Know

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OJM Group

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OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
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This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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Using Trusts to Protect Assets: What Every Physician Should Know

By OJM Group FEATURING David Mandell

2,708 views

May 15, 2024

OJM Group Partner David Mandell discusses how including trusts in your financial plan can strengthen the protection of a physician’s assets.

VuMedi members can text VUMEDI to 844-418-1212 to download a free copy of Wealth Planning for the Modern Physician.

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