Protecting your bank account from creditors is vital for financial security. Creditors, following a legal judgment, can gain access to your account, freezing or garnishing your funds, causing ...

Coral Gables, Florida, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has announced the ...

Your financial house can topple at any moment. All it takes is one lawsuit, economic slump, or business dispute. More individuals, families, and business owners are now realizing that storing money ...

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 ...

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

Running a restaurant comes with financial risks, including lawsuits, creditor claims, and unforeseen business downturns. Without proper asset protection strategies, restaurant owners may expose their ...

Nursing home care can pose significant risks to personal assets, as illustrated by a couple concerned about whether a facility could claim their $500,000 IRA and assets held in a trust. For instance, ...

Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...