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 ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

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 ...

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 ...

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 ...

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 ...

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 ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

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 ...

As you or your parents get older, it’s natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...