Your Plan B

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…

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…

If you’re eligible to take distributions from your defined benefit plan, you can move it offshore. Eligibility is usually because you’re of retirement age or because the defined benefit plan…

I love to write articles based on the phone calls and emails that come in. One of the most difficult consult questions is, “what’s the best structure if I plan…

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,…

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…

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:…

The best offshore bank license jurisdiction will depend on your use and budget. Here’s a list of my top offshore bank license jurisdictions in 2017. This list is focused on…

I’ve been covering the offshore beat since 2000. In that time, I’ve seen everything, great, good, boring and bad that’s out there. I’ve seen amazing successes, high returns, losses, fraud,…

You’ve been running your offshore business for awhile and have some accumulated earnings and profits. You want to invest these retained earnings in the United States and prefer they be…