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Finance

371 posts

The dollars and cents of moving abroad

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  • Finance

Offshore Dynasty Trust Explained

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…
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  • Finance

6 Tips for Handling Your Finances When Retiring Abroad

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…
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Offshore Trusts and U.S. Bankruptcy

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…
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Offshore Flag Theory for 2017, U.S. Edition

Offshore flag theory in 2017 is all about diversifying your international life. It’s also a roadmap to protecting  your family’s assets and maximizing your privacy. This version of flag theory…
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The Offshore Asset Protection Trust as a Deterrent to Litigation

The Offshore Asset Protection Trust as a Deterrent to Litigation The most important benefit of a well designed offshore asset protection trust is the one no one is talking about.…
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Is Offshore Banking Illegal?

With all of the hype around offshore banking these days, many are wondering is offshore banking illegal. Just about every client calls with a statement like, “hey, I don’t want…
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Using Leverage in Your IRA Offshore

Using Leverage in Your IRA Offshore When you invest with leverage in your IRA, you pay tax on the income earned from that leverage. However, when you invest with leverage…
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List of Offshore Banks Under Attack by the IRS

Here’s a list of offshore banks that have come under attack by the IRS in the last few years. This is not a list of banks to avoid, but rather…
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Maximum Offshore Safety with a Cook Islands Asset Protection Trust

The Cook Islands asset protection trust is the Fort Knox of asset protection. An offshore trust from the Cook Islands is the ultimate in personal privacy and protection often imitated…
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The Offshore IRA LLC for Business Investors

If you want to invest in an active business with your IRA or other retirement account, there are big time tax benefits to going offshore. Here is how to maximize…
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