Are Swiss Bank Accounts Safe?
Are Swiss Banks Safe? Switzerland is one of the most popular places for our private consulting clients to set up an offshore bank account. That's not because we're biased in…
Is a Bridge Trust Worth It?
Do You Need a Bridge Trust? Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow "better" than a domestic trust…
A Review: Is Old Glory Bank Safe?
Twice in the past few weeks, clients have asked us about Old Glory Bank. It's being heavily promoted on media outlets like Fox News. Given how much we talk about…
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The Truth About Home Storage Gold IRAs [Updated for 2024]
The Truth About Home Storage Gold IRAs [2024] There's a lot of misinformation when it comes to holding precious metals in a retirement plan. So let's debunk them once and…
4 Reasons to Take Your Crypto Offshore
How to Move Your Crypto Offshore With the price so high, Bitcoin is back in the news in a big way. But it's a topic we've dealt with a lot…
How to Ship Gold Internationally in Six Steps
It's perfectly legal to move gold and other precious metals in or out of the United States in any quantity. In our consulting practice, clients regularly contact us about wanting…
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What is a Living Trust and How Does it Work? [2024]
Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, a Living Trust might be worth a closer look. Unlike a…
Gold IRA vs Physical Gold: What’s Better?
Recently, one of our consulting clients was wondering the best way to invest in gold. He already had some physical gold at home but had heard about something called a…
Cheapest Citizenship by Investment Programs Right Now
Getting a second citizenship by investment was not nearly as popular when we first joined the business in 2007. However, since then, it's become an ever more important wealth protection…
How to Sell Gold Coins Without Paying Taxes
FAs we all know, we can't escape death or taxes. Well, almost. Because when it comes to taxes, and specifically -- how to sell gold without paying taxes -- there…
Can You Sell Gold Anonymously?
Many of our clients are concerned about privacy. And quite a few own private assets like gold. So the question, "Can you sell gold anonymously?" comes up from time to…
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What Are The Best Gold Bars to Buy for Investment [2024]
For the most part, the techniques we've used for over 40+ years of planning have changed as the times have changed. Except when it comes to hard assets. We have…
What are the Best Gold Coins to Buy in 2024?
For the most part, the techniques we've used over 40+ years of planning have changed as the times have changed. Except when it comes to hard assets. We believe that…
How to Create an Oregon Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, an Oregon Living Trust might be worth a closer look. Unlike…
How to Create a Colorado Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, a Colorado Living Trust might be worth a closer look. Unlike…
10 Reasons to Invest in Gold in 2024
A lot of people consider it old-fashioned and out-dated. But in fact, there are many reasons to invest in gold, even in a time where so much in our life…
What’s the Best State for a Domestic Asset Protection Trust?
For years, we were hesitant to recommend Domestic Asset Protection Trusts (DAPTs). The reason? Because they were so new and untested in the courts. But, as time passes, it's become…
How to Store Precious Metals in 2024 (6 Ways)
If you're wondering how best to store your precious metals, you've come to the right place. In this article, we'll talk about six different proven options from simplest and easiest…
The Homestead Exemption: Proven Protection in Bankruptcy (and Beyond)
In 1986, Ronald Reagan said that the nine most terrifying words in the English language were, "I'm from the government and I'm here to help." And that's the case more…
How to Create a Texas Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, a Texas Living Trust might be worth a closer look. Unlike…
How to Create a Virginia Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a Virginia Living Trust might be worth a closer look. Unlike…
Family Trust vs. Living Trust: What’s the Difference?
A few weeks ago, a client came to us wanting to know the difference between a family trust vs a living trust. Most of the time, the terms are interchangeable.…
How to Create a Nevada Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a Nevada Living Trust might be worth a closer look. Unlike…
How to Create an Illinois Living Trust in 2024
Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, an Illinois Living Trust might be worth a closer look. Unlike…
Maryland Living Trust: Is it Right for You?
How to Set Up a Living Trust in Maryland [2024 Edition] Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so,…
St Kitts and Nevis Citizenship by Investment: Right for You?
If you’re looking for a second passport, St Kitts and Nevis Citizenship by Investment Program is well worth a look. It's a long running program that consistently wins awards in the…
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Georgia Living Trust: Do You Need One [2024]
How to Create a Living Trust in Georgia in 2024 Are you thinking about how best to pass your assets onto your family, friends, or chosen charity when the times…
An Illinois Land Trust: Is it Worth It?
Have you heard about an Illinois Land Trust and wondering if you need one? If done properly, it offers privacy and the ability to pass real estate to your heirs…
Dominica Citizenship by Investment: Is it Right for You?
If you’re looking for a second passport, Dominica's Citizenship by Investment Program could be a good option. It’s one of the quicker programs and the lowest costs as well — starting…
Florida Land Trust: Is it Worth it?
Have you heard about a Florida Land Trust and are wondering if it's right for you? If done properly, it offers privacy and the ability to pass real estate to…