Finance

A Jones clause is placed in an offshore trust to protect you, the settlor, from a creditor or court claiming you made a fraudulent conveyance. In its most basic form,…

The following article is for U.S. citizens and describes the type of income that can be retained offshore in a foreign corporation. It also defines foreign source and U.S. source…

Tax year 2016 is coming to a close and it’s the time to do some year end planning for your offshore corporation. Miss out on the FEIE or transferring money…

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…

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…