Category: Estate Planning

Financial planning for Doctors – More than just Advice

Financial planners are often the first port of call for doctors that are seeking advice on investing a lump sum of money. However, that is just the tip of the iceberg. A professional medical financial adviser has the knowledge and skills to help you achieve your goals and objectives by tailoring strategies to specifically address […]

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Estate Planning and Guardianship for Doctors

It never ceases to amaze us at MEDIQ of the number of medical professionals who do not have a complete Estate plan. If you’re a parent, in addition to having your wills and life insurance to provide for your children, you need to seriously consider who you would like to provide guardianship. What is a guardian […]

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Common ‘surprises’ of estate planning and asset ownership

As accountants/financial advisers catering only to medical professionals and their families, we see an ever increasing complexity in regard to managing personal finances. The aspirations of better tax management and enhanced asset protection constantly inspire new strategies that are available to consider and potentially apply to our clients. For many the goal of wealth creation […]

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