Finance

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:…

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…

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…

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.…

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…