Asset Protection

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.

For years, we were hesitant to recommend Domestic Asset Protection Trusts (DAPTs). The reason? Because they were so new and untested in the courts.

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.”

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.

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.

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.

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.

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.

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.

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.

Have you heard about an Illinois Land Trust and are wondering if you need one?

Have you heard about a Florida Land Trust and are wondering if it’s right for you?

Wealth protection is the fence you put around it to protect it from threats: pests, bugs, birds and even a bulldozer.

You may have heard of a Land Trust, but do you really know what it is?

Wealth protection is the fence you put around it to protect it from threats: pests, bugs, birds and even a bulldozer.

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.…

We've long suggested that one of the key strategies you can use to gain resilience over your financial future is offshore diversification. Thanks to laws like the Foreign Account Tax Compliance Act (FATCA), it’s not as easy for Americans to invest offshore as it used to be. But there are still many options available.

In early December 2021, the Bureau of Labor Statistics (BLS) announced that the Consumer Price Index (CPI-U) rose 0.8% in November from October. This is an annualized increase of 9.6%. Over the last 12 months, inflation has risen 6.8%—the largest 12-month increase since 1982.

The island of Nevis covers just 36 square miles, has 12,000 full-time residents, several hundred hotel rooms, and a tiny airport. 

The world is smaller than ever, and the opportunities to internationalize your finances are right at your doorstep. In just a few hours flight from the US, you could be securing your assets in Europe’s safest vaults or earning higher interest rates in Panama.

Given shifting attitudes, it’s harder to publicly argue in favor of offshore investing than it once was.

It’s here, or at least nearly here. “It,” in this case, is another recession. We can debate the causes – an escalating trade war between the US and China, too much dodgy debt, the end of the longest bull market in history, or perhaps all three.

The tax-and-spenders of the world are desperate to find new ways to pay for the crumbling welfare states of western democracies. And they’re targeting the “rich” to do it.

John Oliver is hardly a libertarian, but his Last Week Tonight show on HBO regularly highlights how US citizens are royally screwed by Uncle Sam and his minions.

Some people collect stamps, coins, or antique furniture. I collect stories of frivolous lawsuits.

One of the realities of modern life is that government control over its citizens has become pervasive. Nowhere is that more true than in our right to travel internationally.

Every president inherits something difficult. Some problems are simply out of the incoming president’s hands. Obama inherited a financial crisis.

In the last few days, gold has been on a losing streak. Last Tuesday, gold prices fell by $42 per ounce – 3.3% – the biggest single-day drop in value in nearly three years.

I just returned from a week in Bermuda, where I was a speaker at The Sovereign Society’s Total Wealth Symposium.