Financial regulatory changes may seem distant—until they directly impact your wealth. Imagine setting up a limited liability company (LLC) to safeguard your legacy, only to later discover new ...

An outline of estate planning strategies and considerations for asset protection, including using state homestead exemptions, ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

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 ...

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 ...

Extensive research on ultra-high-net-worth (UHNW) families reveals a consistent gap between risk exposure and protective planning. Recent data from a study of 207 UHNW families—those with net worths ...

Coral Gables, Florida , Jan. 23, 2026 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm focused on wealth preservation through legal structuring, announced an expanded ...

SYRACUSE, NY - Central New York families face growing financial risks from lawsuits, creditor claims, and the rising ...