How to Get a Second Passport: 7 Legal Ways
The process of getting a second passport is a big decision. And one where's there's a one-size-fits-all approach.
Italian Citizenship by Descent: An Authoritative Guide
Italian citizenship by descent allows you to claim Italian citizenship through your ancestry. Over the years, we've helped a number of clients through this process. It's very popular because it lets you get one of the world's best travel documents virtually for free.
CFC Rules: Controlled Foreign Corporations and Taxes
When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It promised extremely strong asset protection, estate and legacy planning benefits, and a legal way to grow millions of dollars in a tax-deferred (and sometimes even tax-free) way?
How to Avoid Capital Controls
Last week, I had a call with a successful entrepreneurial client who was deeply worried about capital controls. She had worked for many years to build up an eight-figure nest egg and didn't want to lose it to a predatory government through outrageously higher taxes or being forced to convert some of her investments into bonds from a bankrupt federal government. She certainly didn't want to run the risk of outright confiscation.
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PPLI: Private Placement Life Insurance [Ultimate Guide]
When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It promised extremely strong asset protection, estate and legacy planning benefits, and a legal way to grow millions of dollars in a tax-deferred (and sometimes even tax-free) way?
St Kitts and Nevis Bank Accounts: The Complete Guide for 2025
We've been helping Americans diversify their assets internationally since 1984. Over the years, we've developed a few favorite places for certain things. Switzerland has long been a favorite for offshore banking, simply because they keep adapting to be able to serve US clients.
The Permanent Portfolio: The Best Wealth Preservation Investment
What if your investments never lost any value? That they kept growing no matter whether the economy was going gangbusters or in the middle of a crash? That could withstand inflation and catastrophe? Such a portfolio doesn't exist in real life, but the Permanent Portfolio comes pretty darn close.
The Best Swiss Banks
We’ve long considered Switzerland a good place to bank for the right sort of client. That’s because the best Swiss banks offer a service that is geared towards Americans looking for a conservative wealth preservation strategy.
Top Estate Planning Tools for Asset Protection
I was on a Discovery Conference with a client a few days ago who had recently signed up for our elite Private Wealth service. For most clients, the Discovery is a chance to be really clear what they are hoping to get from the planning.
Foreign Real Estate Investments for Americans: Why or Why Not?
When you think of foreign real estate, you might picture a retirement house by the beach. But for many of our clients, investing in property abroad is used for a great deal more.
Foreign Real Estate Investments in Your Self-Directed IRA
Individual Retirement Accounts (IRAs) are a big part of many American investment plans – to the tune of $13 trillion in 2021.
Puerto Rico Tax Incentives: How Much Can You Really Save?
I must admit – when we first heard about the new Puerto Rico tax incentives back in 2012, we didn't think they would last. That's because the potential benefits were so good, we assumed pressure from Washington would eventually shut it down.
Form 8858: What You Need to Know Before You File
If you're trying to figure out whether you need to file Form 8858 and how to do it, you're in the right place.
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.
Is a Bridge Trust Worth It?
Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow “better” than a domestic trust and offshore trust. How? By combining the two together into one powerful tool.
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.
![The Truth About Home Storage Gold IRAs [Updated for 2025]](https://cdn-cgnhb.nitrocdn.com/ZKSprjXsTOgMJltgEVzOLijCmVKGsFpA/assets/images/optimized/rev-a19277c/www.nestmann.com/wp-content/uploads/2024/03/240313-hdr-home-storage-gold-ira-700x280.jpg)
The Truth About Home Storage Gold IRAs [Updated for 2025]
There’s a lot of misinformation when it comes to holding precious metals in a retirement plan. So let’s debunk them once and for all. This includes the biggest misconception of all: Can you store your gold IRA at home?
4 Reasons to Take 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 over the last eight years. The first time was when a client wanted to move his crypto offshore.
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.
What is a Living Trust and How Does it Work?
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.
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 Gold IRA.
Cheapest Citizenship by Investment Programs Right Now
Second Passports Cheapest Citizenship by Investment Programs Right Now As Featured on Contents What is Citizenship by Investment Overview of the Cheapest Citizenships to Buy The Cheapest Programs Antigua and…
How to Sell Gold Coins Without Paying Taxes
As 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 are some options.
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 time.
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What Are The Best Gold Bars to Buy for Investment [2025]
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.
What are the Best Gold Coins to Buy in 2025?
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.
How to Create an Oregon Living Trust
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.
How to Create a Colorado Living Trust
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.
10 Reasons to Invest in Gold
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 is digital and where the biggest investment gains seem to be found in tech and tech related (i.e. cryptocurrencies like Bitcoin and Ethereum).
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.