Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...
For restaurant owners in New York, owning real estate can be a powerful asset—offering stability, long-term equity growth, and operational control. However, real estate ownership also exposes your ...
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 ...
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 ...
Many families discover Medicaid estate recovery only after a loved one dies and the state seeks repayment for long-term care costs from the estate. For many households, Harry Margolis, author of Get ...