Finance

The first flag planted offshore is often the most important for the American expat. It signifies your intent to protect your assets and begin the process of joining the international…

In this article, I’ll consider what assets you can move offshore and which you can’t. As you prepare your international strategy, or asset protection plan, these are the assets you…

I’ve been helping small and medium-sized businesses move offshore since 2000. Over these 17 years, I’ve seen just about everything… wild successes, a few crashes and burn, those who can’t…

Buying offshore real estate is an incredibly smart investment move. Whether you are looking to diversify by investing in a hard asset or you are looking to create diversification by…

The rule against perpetuities in the United States makes it impossible to “lock up” your assets in a domestic trust beyond the lives of people living at the time the…

An offshore dynasty trust, also known as a foreign generation skipping trust, legacy trust or perpetual trust, is one of the most advanced offshore planning tools available today. A properly…

6 Tips for Handling Your Finances When Retiring Abroad After working for decades building wealth for yourself and your business community, you retirement years afford you an opportunity to finally…

Offshore trusts are vulnerable in bankruptcy. An offshore asset protection trust will protect your assets from a civil creditor, but not from the bankruptcy court. An offshore trust is disregarded…

Link to the previous article in this series: Part 1 and Part 2 V. The Top 9 Ways These Changes Will Fundamentally and Irrevocably Alter All of Our Lives. No, This is…