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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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Concept art of an article about Foreign Real Estate Investments for Americans: white apartment building on a sunny day with the skyline of Panama City in the background (AI Art)

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 ...
Concept art of an article about Self Directed IRA Foreign Real Estate: apartment buildings in Brazil (AI Art)

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 ...
Concept art of an article about Puerto Rico Tax Incentives: cobblestone street with colorful houses in Puerto Rico (AI Art)

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 ...
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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 ...
Concept art of an article about Are Swiss Banks Safe: black and white photo of an old bank with red and white Swiss flag in Zurich (AI Art)

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 ...
Concept art of an article about a Bridge Trust: modern steel bridge with a blue sky in the background (AI Art)

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” ...
Concept art of an article about Old Glory Bank: hunter in a forest with an American flag and an eagle next to him (AI Art)

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 ...
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The Truth About Home Storage Gold IRAs

There’s a lot of misinformation when it comes to holding precious metals in a retirement plan. So let’s debunk them ...
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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 ...
Concept art of an article about How to Ship Gold Internationally: rich wooden living room with a golden world globe on a round wooden antique table (AI Art)

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. ...
Concept art of an article about What is a Living Trust: green meadow with a sprawling oak tree, surrounded with. a shield-shaped fence (AI Art)

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 ...
Concept art of an article about Gold IRA vs Physical Gold: gold bars on an antique wooden table (AI Art)

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 ...
Concept art of an article about the cheapest Citizenship by Investment: a retired couple walking on a beautiful beach in the Caribbean (AI Art)

Cheapest Citizenship by Investment Programs Right Now

Concept art of an article about How to Sell Gold Without Paying Taxes: gold coin collection on an antique wooden desk (AI Art)

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 ...
Concept art of an article about How to Sell Gold Anonymously: modern, wooden office desk with notepad, pen and gold coins (AI Art)

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, ...
Concept art of an article about Best Gold Bars to Buy: gold bars in an open vault (AI Art)

What Are The Best Gold Bars to Buy for Investment

For the most part, the techniques we’ve used for over 40+ years of planning have changed as the times have ...
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Concept art of an article about Best Gold Coins to Buy: fancy folder with gold coins lying around on a dark, wooden table (AI Art)

What are the Best Gold Coins to Buy?

Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a ...
Concept art of an article about an Oregon Living Trust: picturesque landscape with a wooden cabin nestled amidst towering trees with a river nearby (AI Art)

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 ...
Concept art of an article about a Colorado Living Trust: serene landscape in Colorado with a beautiful house (AI Art)

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 ...
Concept art of an article about 10 Reasons to Invest in Gold: office desk with gold coins and notebooks (AI Art)

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, ...
Concept art of an article about Domestic Asset Protection Trust States: elegant lawyer's office with wooden furniture and view of a metropolitan city (AI Art)

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 ...
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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 ...
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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 ...
Concept art of an article about a Texas Living Trust: serene landscape with beautiful home (AI Art)

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 ...
Concept art of an article about a Virginia Living Trust: serene sunlit living room with elegant wooden furniture (AI Art)

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 ...
Concept art of an article comparing a Family Trust to a Living Trust: An oak tree representing wealth, with a family around (AI Art)

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 ...
Concept art of an article about a Nevada Living Trust: Rural desert scene featuring Joshua trees (AI Art)

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 ...
Concept art of an article about an Illinois Living Trust: Rural scene in Illinois featuring a farmhouse and large tree (AI Art)

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 ...
Concept art of an article about a Maryland Living Trust: A smart looking house with lush garden (AI Art)

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 ...
Concept art of an article about Saint Kitts and Nevis Citizenship by Investment: Houses on a white sandy beach (AI Art)

St Kitts and Nevis Citizenship by Investment: Right for You?

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