Asset Protection

A client called me a few weeks ago. He wanted to know the best way to avoid the new Corporate Transparency Act, which makes Anonymous LLCs in the US a thing of the past.

When it comes to retirement planning, self-directed Individual Retirement Accounts (IRAs) offer a flexible and potentially lucrative option for savvy investors.

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.

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?

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.

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.

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?

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

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.