Estate strategies for high-earning plastic surgeons to safeguard wealth, reduce tax exposure, and ensure long-term legacy protection.
Ensure both your medical practice and personal wealth are properly structured to withstand liability risks and unforeseen events.
Keep more of what you've earned through advanced planning approaches that reduce exposure to excessive taxation.
Establish a clear path to preserving your wealth for future generations while aligning your plan with your personal and professional values.
As a plastic surgeon, every detail matters - and your estate plan should be no different.
Our Advisors help you structure a comprehensive strategy that safeguards your assets, minimizes taxes, and ensures your wishes are carried out exactly as intended.
Take decisive action today to protect your future and provide lasting security for those you care about most.
Your income makes you a target — is your estate protected?
Physicians Are Twice as Likely to Face Legal Action Compared to Other Professions
Source: American Medical Association (AMA)
Doctors carry more legal and financial risk — from malpractice claims to business ownership. Without proper asset protection, a lawsuit could impact not only your present income, but your long-term legacy.
No plan means no protection — for your family or your legacy.
Over 67% of Physicians Have No Formal Estate Plan
Source: Adapted from Caring.com 2024 Estate Planning Survey
Despite earning high incomes, a majority of physicians still don’t have a will or trust in place. Without a plan, their families may face probate delays, tax exposure, and difficult decisions — all while grieving a loss.
The right estate plan helps protect your business, investments, and personal assets from liability, taxation, and unforeseen legal risks.
Without proactive planning, your estate could face avoidable taxes and costly court processes that delay distribution to your heirs.
An intentional estate strategy ensures your wealth is transferred according to your wishes—supporting your family, your values, and the causes you care about most.
Frequently Ask Question
Plastic surgeons face unique financial complexities—high incomes, practice ownership, and liability risks—that require customized estate planning to ensure both personal and professional assets are protected.
Outdated estate plans can expose your wealth to unnecessary taxes, legal challenges, or probate delays. Regular updates ensure your plan reflects changes in your family, practice, and financial situation.
If your plan hasn’t been reviewed recently, or if it wasn’t designed with physician-specific considerations in mind, it may leave gaps that put your assets and legacy at risk. A consultation can help you identify and address those gaps.
You’ve worked hard to build a life of success - now it’s time to protect it. Whether you’re starting fresh or refining your current plan, our expert advisors are here to provide guidance with professionalism and care.
Schedule your free consultation today and take the next step with confidence.