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
403 posts
The dollars and cents of moving abroad
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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Thoughts on the Upcoming 2017 U.S. Tax Policy Changes: Part 3
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…
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Offshore Trusts are the Best Asset Protection Available
The offshore trust is the best known and most effective legal tool used in asset protection today. The offshore asset protection trust launched the industry and has been the go-to…
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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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