For high-net-worth individuals looking to protect hard-earned assets, international asset protection strategies offer many appealing options. From offshore trusts and bank accounts to limited ...

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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

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 ...

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Asset Protection for Affluent Retirees in 2025 Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his background as a Certified Public Accountant with decades of legal experience to ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...