Finance

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…

Understanding Opportunities For Clients and Professionals & How Our Country Will Forever Change (or, What the Heck Does the Roman Empire Have to Do With All of This?) Part 1…

A “Spendthrift Provision” in an offshore trust prohibits a beneficiary from selling, transferring or pledging her interest in the trust. The purpose of a spendthrift provision is to protect the…

Link to previous article in this series: Part 1 Death Tax Repeal As many of you may know, the U.S. House, on April 16, 2015, passed the Death Tax Repeal Act…

The number one question I get from Americans considering opening an offshore bank account or forming an international corporation is, “will this increase my audit risk?” The answer is simple:…