Financial regulatory changes may seem distant—until they directly impact your wealth. Imagine setting up a limited liability company (LLC) to safeguard your legacy, only to later discover new ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigation.

Coral Gables, FLORIDA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables–based law firm focused on asset protection planning, announced an expanded focus on offshore asset ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...

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 ...

For more than four decades, Howard Rosen has been a trusted voice in asset protection and taxation, combining deep tax law expertise with practical experience to help clients safeguard wealth through ...