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 ...

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 ...

Coral Gables, Florida, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has announced the ...

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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...

Coral Gables, Florida , Nov. 04, 2025 (GLOBE NEWSWIRE) -- As global markets evolve and financial risks continue to rise, ProtectYou.com, the online resource of Donlevy-Rosen & Rosen, P.A., has ...