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

Governance mechanisms further enhance trust durability. The inclusion of a trust protector provides an additional oversight ...

For decades, asset protection planning focused on lawsuits and creditor exposure. While those risks still matter, a more subtle threat now dominates: visibility. In a world of data aggregation, online ...

The 60th Heckerling Institute confirmed that the complexity of modern families and the transparency of the digital age mean ...

Learn how to prevent your bank accounts from being frozen after death. Discover the benefits of Payable on Death (POD) and ...

Why preserving wealth demands proactive discipline, compliance, and planning long before risk or disputes emerge.

While family trusts can help families with estate and tax planning, when poorly-written by inexperienced vendors, do more ...

In this episode of The Property Nerds podcast, hosts Arjun Paliwal, Jack Fouracre, and Adrian Lee sit down with Ronesh Hargovind to explore the complexities of using trusts in property investment.

Have you thought about what happens to everything you've built if disaster strikes tomorrow? Most people haven't. Here's a ...

States gut fiduciary duties as trustees gain power to eliminate protections through decanting and silent trust structures ...

Daniel Jeremiah reveals his initial prospect rankings for the 2026 NFL Draft. What’s the pecking order at wide receiver, with ...