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Concept art of an article about How Much Does a Living Trust Cost in NY: Manhattan on a sunny day (AI Art)

How Much Does a Living Trust Cost in NY? (Complete Guide)

Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve ...
Is Offshore Investing Worth It? Weighing the Risks and Rewards
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Is Offshore Investing Worth It? Weighing the Risks and Rewards

“The world is changing, and not for the better.” We’ve been telling our clients this for years, and it’s truer ...
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What Gene Hackman’s Estate Battle Taught Us About Wealth Protection

When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a ...
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The Safest Places to Live in Mexico

"Is it really safe to live in Mexico?" That's usually the first question clients ask us when they're considering moving ...
Concept art of an article about How to Buy a House in Italy for 1 Euro: abandoned house in Italy (AI Art)

How to Buy a House in Italy for 1 Euro: Complete Guide

Picture this: a charming stone cottage nestled in a historic Italian village. Narrow cobblestone streets wind past your doorstep. ...
Concept art of an article about How to Open a Bank Account in Dubai: Dubai at night (AI Art)

How to Open a Bank Account in Dubai: A Complete Guide

Clients sometimes ask us for our thoughts on banking in Dubai. Is it worth the hassle? How do you get ...
Concept art of an article about What is an Umbrella Company: Red umbrella in dark rain (AI Art)

What Is an Umbrella Company? A Practical Guide for Asset Protection

"What's an umbrella company?" This question pops up more and more in our client meetings these days. Maybe you've come ...
Property Ownership in Costa Rica: Options and Strategies for American Citizens
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Property Ownership in Costa Rica: Options and Strategies for American Citizens

We get a lot of inquiries about owning property in Costa Rica. It makes sense – the country has long ...
Concept art of an article about Best Places to Live in Portugal: beautiful street in Lisbon with yellow tram (AI Art)

Best Places to Live in Portugal

Portugal has been popular with our clients for a while now. Their generous Golden Visa program was a big part ...
Offshore Assets
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What Offshore Assets Must Be Reported to the IRS?

Many Americans with property or assets abroad wonder what must be reported to the Treasury and IRS and what can ...
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Will the Global Currency Reset Happen in 2025 (Or Ever)?

Clients sometimes ask us for our thoughts on the Global Currency Reset. If? When? How? And what do you need ...
Concept art of an alert about Currency Diversification - fancy office with a golden globe on the table (AI Art)
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Currency Diversification Isn’t Enough – Here’s What Truly Protects Your Wealth

Many clients come to us with a common desire: to get some of their assets out of the US dollar. ...
Concept art of an article about The Foreign Earned Income Exclusion for Americans: couple walking next to palm trees on a sunny day (AI Art)

The Foreign Earned Income Exclusion (FEIE): Tax-Free Income?

The United States is one of only two countries in the world that taxes the worldwide income of citizens who ...
Concept art of an article about bank bail-ins: a broken open safe with money spread around (AI Art)

How Do You Protect Against Bank Bail Ins?

It’s a question we’ve gotten a lot, especially since the collapse of Silicon Valley Bank and First Republic Bank this ...
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Cayman Islands Bank Accounts: Still Worth It?

When I talk to private clients about offshore bank accounts, two places tend to pop up: Switzerland and the Cayman ...
Set Up Your Own Offshore Trust
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Should You Set Up Your Own Offshore Trust

We get a lot of inquiries about offshore trusts. More often than not, we end up talking someone out of ...
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The Portugal Retirement Visa: Is it Right for You?

You likely know how important it is to get a second residency. It lets you live in another country if ...
Concept art of an article about International Estate Planning for Americans: couple standing proudly, looking at their home (AI Art)

International Estate Planning for Americans

When we first started in this business, opening a foreign bank account was considered "going offshore". In the decades since, ...
Concept art of an article about How to Get EU Citizenship: couple walking in Vienna (AI Art)

How to Get EU Citizenship: The Ultimate Guide

I first went to Europe more than 20 years ago. I've lived there, worked there, and invested there. I can ...
Concept art of an article about Nevis LLC: beautiful house in Nevis (AI Art)

Nevis LLCs: Are they worth it?

LLCs are almost perfect. They’re easy to form and administer, making them a great way to hold a business or ...
Concept art of an article about Why Have an Offshore Bank Account: fancy old bank building in Vienna (AI Art)

5 Reasons to Have an Offshore Bank Account

An offshore bank account is one of the most traditional ways to start your overseas journey. It's a very useful ...
Concept art of an article about Are Offshore Numbered Accounts Still Possible: locked bank vault (AI Art)

Are Offshore Numbered Accounts Still Possible?

Think of offshore banking and you might think of an offshore numbered account. You know, the anonymous place to stash ...
Concept art of an article about Panama Private Interest Foundation for Real Estate: apartment buildings in Panama City (AI Art)

Panama Private Interest Foundations for Real Estate: A Guide for American Owners

For quite some years, we've worked with American clients buying, holding, and selling real estate in Panama—especially in the hot ...
Concept art of an article about Lump Sum Taxation Switzerland: lightly snow-covered Zurich skyline (AI Art)

Lump-Sum Taxation in Switzerland: A Guide for High-Net-Worth Individuals and Families

I had dinner with a globe-trotting executive last weekend. He's about to retire but for decades he's travelled the world ...
Concept art of an article about Golden Visas in Europe: Portuguese village overlooking the ocean with fishing boats in the water (AI Art)

Golden Visas in Europe: Top 3 EU Residence Programs

When many of our clients think about residency in Europe, they often think about "Golden Visa" programs. That's especially true ...
Concept art of an article about Italy Investment Visa for Americans: Italian villa with pool and lake view (AI Art)

Italy Investment Visa Options for Americans

For our business at least, Italy has been a popular place for Americans looking to settle in Europe. A wonderful ...
Concept art of an article about Charitable Remainder Trust: sturdy oak tree surrounded by a protective fence, symbolizing stability, security, and thoughtful planning (AI Art)

Charitable Remainder Trust: What it is and How to Use it

Perhaps the most aggressive tax strategy I’ve ever come across was the person who declared themselves a church in order ...
Concept art of an article about The Best Countries to Move to from the US that Speak English: wooden table with a beautiful spread of delicious food (AI Art)

The Best English-Speaking Countries for Expats

I grew up in a small town full of dairy and crop farmers. I was a farm boy. So when ...
Concept art of an article about How to Avoid Probate: couple holding hands, walking through colorful autumn forest (AI Art)

How to Avoid Probate for 18 Asset Types

No one likes to think about death. But if you have a family, friends, or charities that you care about ...
Concept art of an article about Asset Diversification: computer screen with stock market chart, gold bars and crypto coin (AI Art)

Asset Diversification the Right Way

Asset diversification is one of those topics that three people can look at and come up with three different answers. ...
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