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 ...

Learn the importance of creditor protection in retirement planning, strategies to safeguard assets, financial risks in retirement and related regulations.

In times of uncertainty, preserving and protecting assets from creditors, lawsuits and other economic threats becomes a priority. A Cook Islands Trust could be a potential vehicle for protecting those ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has ...

Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

Editor’s note: This is part 13 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

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 ...

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 ...

Discover the benefits a Wyoming LLC offers for unmatched protection for cryptocurrency and digital assets. Learn how Digital ...