As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

A secure and satisfying retirement fund is built on two pillars. The first pillar—asset accumulation—typically gets the most attention from retirement savers, who start building that pillar as early ...

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

Do you need an asset protection strategy in San Diego, California? What is an “Asset Protection Strategy” and who should make sure to have an asset protection strategy in place? An asset protection ...

As a longtime matrimonial attorney, I know that no divorce is simple—high-net-worth divorces least of all. Asset division is a complex process, filled with financial and emotional nuances. When I ...

Learn about asset protection trusts. Find out its definition, how it works, its types, its advantages and disadvantages, and ...

For entrepreneurs, frivolous and unfounded lawsuits are a matter of when not if. Thus, if you have no asset protection plan in place, you’re very likely planning to have your assets unfairly taken ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. It’s no secret that we live in a litigious world, but no ...

As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both seasoned investors and newcomers are pouring billions into this thriving ...

Coral Gables, Florida, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a law firm focused on offshore asset protection planning, announced the release of a new guide highlighting how ...