After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigation.

If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables–based law firm focused on asset protection planning, announced an expanded focus ...

The field of asset protection is often stigmatized. The phrase may inspire thoughts of “deadbeats, scam artists, and tax evaders.” 1 However, the concept has become common and refers to nothing more ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

One of the most poorly understood concepts in asset protection planning is that of the very important role played by liability insurance in such planning. In a great many cases that do not make their ...

When reviewing documents used in asset protection planning by other planners, I always find it amusing to see lengthy clauses that purport to do this, that and the other thing in the event that the ...

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm focused on wealth preservation through legal structuring, ...

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 ...