When it comes to estate planning, a global lifestyle can create unexpected complications. Different nations have their own ...

When it comes to estate planning, families often wonder whether it's better to leave behind a trust fund or a traditional ...

Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

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, ...

Over the past decade, an estimated R1,5 trillion has legally left the country to be invested in offshore equities, properties ...

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

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 ...