Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management. Business owners engage in asset protection ...

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 about asset protection trusts. Find out its definition, how it works, its types, its advantages and disadvantages, and ...

Preparing for retirement can be daunting, with many finding it challenging to navigate, especially as the benchmarks for retirement readiness continually evolve. It's no longer merely about building ...

Business planning should always consider asset protection, both for the owners and the business itself. Asset protection for the business should take into consideration protecting the operating assets ...

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 ...

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 ...

As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both seasoned investors and newcomers are pouring billions into this thriving ...

When we take on a new physician client, including a gastroenterologist, we often find that they have received little advice or direction from their CPAs in the area of asset protection. As a CPA with ...