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 ...

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 ...

Donlevy-Rosen & Rosen, P.A., a distinguished Florida-based law firm specializing in offshore asset protection planning, announced an expanded focus on comprehensive offshore trust solutions as ...

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 ...

Physicians face a myriad of financial and legal risks not seen in many other professions, including malpractice lawsuits and personal liability. At the same time, while doctors are among the most ...

In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

Transferring wealth across generations is a multifaceted process requiring careful planning and a deep understanding of tax implications, asset protection and family dynamics. Effective generational ...

As a restaurant owner in New York, you face complex financial and legal challenges that go beyond typical business risks. Along with operational responsibilities, you are personally exposed to ...