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 ...

Donlevy-Rosen & Rosen, P.A. highlights offshore trust asset protection as a vital legal strategy for professionals facing heightened litigation and financial exposure risks. In an era marked by ...

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 ...

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 ...

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 ...

There are various asset preservation strategies that can be implemented by an attorney on behalf of their client to reduce a client’s overall financial profile, and along with it, the size of the ...

As anticipation around the 2024 U.S. election rises, so too do anxieties among many Americans regarding political and economic turmoil in the election’s aftermath. That concern has fueled an uptick in ...

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 ...