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.
How to Store Precious Metals (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 to more expensive but with the best security.
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.”
How to Create a Texas Living Trust
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.
How to Create a Virginia Living Trust
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.
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. But there are some nuances.
How to Create a Nevada Living Trust
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 Illinois Living Trust
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.
Maryland Living Trust: Is it Right for You?
Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a Maryland Living Trust might be worth a closer look.
St Kitts and Nevis Citizenship by Investment: Right for You?
Second Passports St Kitts and Nevis Citizenship by Investment: Right for You? As Featured on Contents Why St. Kitts & Nevis Citizenship by Investment? The Disadvantages to St Kitts Citizenship…
Georgia Living Trust: Do You Need One
Are you thinking about how best to pass your assets onto your family, friends, or chosen charity when the time comes? If so, a Georgia Living Trust might be worth a closer look.
An Illinois Land Trust: Is it Worth It?
Have you heard about an Illinois Land Trust and are wondering if you need one?
Florida Land Trust: Is it Worth it?
Have you heard about a Florida Land Trust and are wondering if it’s right for you?
Dominica Citizenship by Investment: Is it Right for You?
Second Passports Dominica Citizenship by Investment: Is it Right for You? As Featured on Contents Why Dominica Citizenship by Investment The Disadvantages to Dominica’s Citizenship by Investment Program Eligibility and…
What is a Land Trust and How Does it Work?
You may have heard of a Land Trust, but do you really know what it is?
The Grayscale Filecoin Trust and the SEC: What does it mean?
For years, the US Securities & Exchange Commission has tried its best to shut down cryptocurrencies and the companies involved in the digital asset space.
The Corporate Transparency Act: What You Need to Know
Congress tends to bury some of its most repressive legislation in the fine print of bills supposedly intended for other purposes. The Corporate Transparency Act (CTA) is just one of the more recent examples of many.
The Tax Gap: Is this the Best Solution?
We’ve long been skeptical when it comes to IRS pronouncements of a “tax gap” – the difference between a taxpayer’s actual income tax liability and what they actually paid.
Wealth Preservation in the Face of Rising Lawsuits and Liabilities
There’s no sugar-coating it: the United States is by far the world’s lawsuit leader. About 90% of the world’s lawsuits are filed in the good old Red, White, and Blue.…
The War on Cash Escalates
Why Economists and the Government Don’t Like Cash Economists and governments have long had a very low opinion of the cash you carry in your wallet or stash in a…
Proposed IRS Rules Threaten DeFi and the Crypto Industry
Bitcoin's Revolutionary Impact The 2008 invention of bitcoin, the world’s first cryptocurrency, revolutionized not only the concept of money, but how it can be exchanged. Bitcoin is a form of peer-to-peer…
The Costly Consequences of Aretha Franklin’s Incomplete Estate Plan
This Is What Can Happen When You Screw Up Your Estate Plan Who can forget the soaring voice of Aretha Franklin? Whether singing a gospel standard like “Amazing Grace” or…
Are We Going Back to the Gold Standard?
Gold has long been a trusted store of value. For proof, we need look no further than a trip to the Egyptian pyramids or many other ancient sacred sites. But…
FedNow: The First Step Toward an American Central Bank Digital Currency
The Debut of FedNow: Central Bank's New Digital Payment System On July 20, 2023, the Federal Reserve, America’s central bank, announced that FedNow, its new system for instant payments, was…
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