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 ...
When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...
If you live in a community property state, it is critical that separate property assets be titled and handled correctly or you risk losing rightful ownership via divorce.
Navigating the labyrinth of asset protection can be daunting. HR is not just a bystander but a vital educator in safeguarding an employee's hard-earned wealth. This narrative often orbits around two ...
As more governments move to classify crypto as “unclaimed property,” billions in dormant assets could be liquidated and ...
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 ...