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

If you are a professional, entrepreneur, investor, or family steward with meaningful personal assets, a well‑crafted Domestic Asset Protection ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

For more than four decades, Howard Rosen has been a trusted voice in asset protection and taxation, combining deep tax law ...

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

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 ...

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 ...

Trusts protect the farm for the next generation. With four different types of trusts, selecting the right one is integral.