An effective vehicle for estate planning, protecting assets and ensuring they are managed with care long after the founder’s ...

As global markets evolve and financial risks continue to rise, ProtectYou.com, the online resource of Donlevy-Rosen & Rosen, P.A., has announced the release of a comprehensive framework designed to ...

The holidays are the season of giving—and with a little planning, you can make your gifts both generous and tax-efficient.

To ensure the orderly transfer of your assets to the next generation, comprehensive estate planning is essential, especially if you have offshore assets. We tackle some of the most frequently asked ...

British interest in relocating to Portugal is rising sharply ahead of UK tax reforms. According to The Portugal News, ...

Answer: In blended families, things can get complicated quickly. So, the first key step? Open communication. Sit down ...

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and ...

Many decades of investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.

This annual update on trust, estate, and gift taxation covers recent IRS guidance and administrative issuances, relevant legislative proposals, and selected court decisions for the period ending June ...

For those preparing to transfer wealth, try to balance technical planning with family considerations. Minimizing taxes and ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

Jake Claver and Max Avery built Digital Ascension Group after realizing wealthy crypto holders had nowhere to turn for ...