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 celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...

If you live in a community property state, it is critical that separate property assets be titled and handled correctly or ...

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 ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has announced the release of its 2025 legal guide authored by Attorney-CPA Howard ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

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 ...

Learn how to safeguard your retirement assets during divorce by understanding asset division rules and pension payouts. Plan ahead to protect your financial future.

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 ...