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 ...

Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management. Business owners engage in 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 ...

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 ...

Coral Gables, Florida, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has announced the ...

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 ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

Nursing home care can pose significant risks to personal assets, as illustrated by a couple concerned about whether a facility could claim their $500,000 IRA and assets held in a trust. For instance, ...