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Latest News From the Nestmann Group

The more you know, the better your plan

The Nestmann Group keeps you up to date on important trends, developments and risks that may affect you. Here’s what’s new…

Offshore Banking Accounts for Tax Planning

Offshore Banking Accounts for Tax Planning

The world feels shakier every day, doesn't it? More Americans are wondering how to protect their money from inflation, political chaos, and economic uncertainty. Many ask us if offshore banking might be part of the answer.

  • Post published:May 7, 2025
Read MoreOffshore Banking Accounts for Tax Planning
States With No Income Tax in 2025: A Complete Guide

States With No Income Tax in 2025: A Complete Guide

Nobody likes paying taxes, and state income tax can take a big bite. It feels even worse when you move outside the US but have to keep paying in your home state without using any of the services there.

  • Post published:May 6, 2025
Read MoreStates With No Income Tax in 2025: A Complete Guide
Safest Countries to Live in Europe

Safest Countries to Live in Europe

How safe a place is comes up a lot when clients ask us to help them find the “best” overseas place to live. If you’re in the same boat – you’re thinking of leaving the US but aren’t quite sure where yet – Europe is worth a look for plenty of reasons.

  • Post published:May 2, 2025
Read MoreSafest Countries to Live in Europe
Navigating Costa Rica Property Ownership Laws as a US Citizen

Navigating Costa Rica Property Ownership Laws as a US Citizen

Costa Rica's emerald jungles and pristine beaches beckon millions in Foreign Direct Investment (FDI) each year, offering the promise of both paradise and profit.

  • Post published:April 30, 2025
Read MoreNavigating Costa Rica Property Ownership Laws as a US Citizen
Buying Property in Costa Rica as an American: The Complete Guide for 2025

Buying Property in Costa Rica as an American: The Complete Guide for 2025

Clients often ask us about buying property in Costa Rica. Is it legal? Is it safe? What about taxes? And how should they structure ownership to protect themselves?

  • Post published:April 29, 2025
Read MoreBuying Property in Costa Rica as an American: The Complete Guide for 2025
Private Trust Companies: The Best Tool for Intergenerational Wealth Management

Private Trust Companies: The Best Tool for Intergenerational Wealth Management

If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for yourself, but for your children and grandchildren.

  • Post published:April 24, 2025
Read MorePrivate Trust Companies: The Best Tool for Intergenerational Wealth Management
How to Create a Nevada Living Trust

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.

  • Post published:April 23, 2025
Read MoreHow to Create a Nevada Living Trust
4 Reasons to Take Your Crypto Offshore

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.

  • Post published:April 23, 2025
Read More4 Reasons to Take Your Crypto Offshore
Offshore Asset Protection Strategies for Worried American Investors

Offshore Asset Protection Strategies for Worried American Investors

As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security.

  • Post published:April 22, 2025
Read MoreOffshore Asset Protection Strategies for Worried American Investors
An Illinois Land Trust: Is it Worth It?

An Illinois Land Trust: Is it Worth It?

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

  • Post published:April 22, 2025
Read MoreAn Illinois Land Trust: Is it Worth It?
Georgia Living Trust: Do You Need One

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.

  • Post published:April 22, 2025
Read MoreGeorgia Living Trust: Do You Need One
FBAR Penalties & Other Dangers of Hiding Offshore Assets

FBAR Penalties & Other Dangers of Hiding Offshore Assets

Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report).

  • Post published:April 21, 2025
Read MoreFBAR Penalties & Other Dangers of Hiding Offshore Assets
How to Create an Illinois Living Trust

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.

  • Post published:April 21, 2025
Read MoreHow to Create an Illinois Living Trust
LLC for Rental Property: Do You Really Need One? Pros, Cons, and Alternatives

LLC for Rental Property: Do You Really Need One? Pros, Cons, and Alternatives

The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately or risk losing everything!"

  • Post published:April 17, 2025
Read MoreLLC for Rental Property: Do You Really Need One? Pros, Cons, and Alternatives
Trump’s Tariffs: What They Mean for the US Dollar and Your Wealth

Trump’s Tariffs: What They Mean for the US Dollar and Your Wealth

On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history.

  • Post published:April 16, 2025
Read MoreTrump’s Tariffs: What They Mean for the US Dollar and Your Wealth
Spendthrift Trust: Pros and Cons, Tax Benefits, and How They Work

Spendthrift Trust: Pros and Cons, Tax Benefits, and How They Work

Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we hear from clients is: "What happens to my money after I'm gone?"

  • Post published:April 15, 2025
Read MoreSpendthrift Trust: Pros and Cons, Tax Benefits, and How They Work
New Anti-Trump Clients of Swiss Banks Driven by Fear

New Anti-Trump Clients of Swiss Banks Driven by Fear

In early April 2025, President Trump unveiled a sweeping set of new tariffs. Ranging from 10% to 50%, they target nearly every country and mark a return to trade protectionism on a massive scale

  • Post published:April 15, 2025
Read MoreNew Anti-Trump Clients of Swiss Banks Driven by Fear
Florida Land Trust: Is it Worth it?

Florida Land Trust: Is it Worth it?

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

  • Post published:April 14, 2025
Read MoreFlorida Land Trust: Is it Worth it?
Can You Buy Bitcoin in a Roth IRA? Tax Advantages, Risks, and How to Do It Correctly

Can You Buy Bitcoin in a Roth IRA? Tax Advantages, Risks, and How to Do It Correctly

Clients sometimes ask us, "Can I buy Bitcoin in my retirement account?" and for good reason, as investors continue to look for new ways to grow their nest eggs and protect retirement savings.

  • Post published:April 10, 2025
Read MoreCan You Buy Bitcoin in a Roth IRA? Tax Advantages, Risks, and How to Do It Correctly
How to Create a Private Family Foundation: Benefits, Drawbacks, and Alternatives

How to Create a Private Family Foundation: Benefits, Drawbacks, and Alternatives

"How do I set up a family foundation?" It's a question we hear from clients who want to make a lasting impact with their wealth.

  • Post published:April 8, 2025
Read MoreHow to Create a Private Family Foundation: Benefits, Drawbacks, and Alternatives
How Much Does a Living Trust Cost in NY? (2025 Complete Guide)

How Much Does a Living Trust Cost in NY? (2025 Complete Guide)

Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve built and make things easier for their loved ones.

  • Post published:April 7, 2025
Read MoreHow Much Does a Living Trust Cost in NY? (2025 Complete Guide)
What Gene Hackman’s Estate Battle Taught Us About Wealth Protection

What Gene Hackman’s Estate Battle Taught Us About Wealth Protection

When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a real-life drama about his $80 million estate.

  • Post published:April 3, 2025
Read MoreWhat Gene Hackman’s Estate Battle Taught Us About Wealth Protection
The Safest Places to Live in Mexico in 2025

The Safest Places to Live in Mexico in 2025

"Is it really safe to live in Mexico?" That's usually the first question clients ask us when they're considering moving south of the border.

  • Post published:April 1, 2025
Read MoreThe Safest Places to Live in Mexico in 2025
How to Buy a House in Italy for 1 Euro in 2025: Complete Guide

How to Buy a House in Italy for 1 Euro in 2025: Complete Guide

Picture this: a charming stone cottage nestled in a historic Italian village. Narrow cobblestone streets wind past your doorstep.

  • Post published:March 26, 2025
Read MoreHow to Buy a House in Italy for 1 Euro in 2025: Complete Guide
How to Open a Bank Account in Dubai: A Complete Guide

How to Open a Bank Account in Dubai: A Complete Guide

Clients sometimes ask us for our thoughts on banking in Dubai. Is it worth the hassle? How do you get started? What are the potential pitfalls?

  • Post published:March 25, 2025
Read MoreHow to Open a Bank Account in Dubai: A Complete Guide
What Is an Umbrella Company? A Practical Guide for Asset Protection

What Is an Umbrella Company? A Practical Guide for Asset Protection

"What's an umbrella company?" This question pops up more and more in our client meetings these days. Maybe you've come across the term while researching asset protection strategies.

  • Post published:March 17, 2025
Read MoreWhat Is an Umbrella Company? A Practical Guide for Asset Protection
Best Places to Live in Portugal

Best Places to Live in Portugal

Portugal has been popular with our clients for a while now. Their generous Golden Visa program was a big part of that, but it wasn't the only reason.

  • Post published:March 11, 2025
Read MoreBest Places to Live in Portugal
Will the Global Currency Reset Happen in 2025 (Or Ever)?

Will the Global Currency Reset Happen in 2025 (Or Ever)?

Clients sometimes ask us for our thoughts on the Global Currency Reset. If? When? How? And what do you need to do to protect against it?

  • Post published:March 4, 2025
Read MoreWill the Global Currency Reset Happen in 2025 (Or Ever)?
The Foreign Earned Income Exclusion (FEIE): Tax-Free Income?

The Foreign Earned Income Exclusion (FEIE): Tax-Free Income?

The United States is one of only two countries in the world that taxes the worldwide income of citizens who live abroad.

  • Post published:February 26, 2025
Read MoreThe Foreign Earned Income Exclusion (FEIE): Tax-Free Income?
How Do You Protect Against Bank Bail Ins?

How Do You Protect Against Bank Bail Ins?

It’s a question we’ve gotten a lot, especially since the collapse of Silicon Valley Bank and First Republic Bank this past spring. So how do you protect against bank bail ins? We’ll explore that in today’s piece.

  • Post published:February 20, 2025
Read MoreHow Do You Protect Against Bank Bail Ins?
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The Basics of Offshore Freedom

Read these if you’re mostly or very new to the idea of going offshore

Bench on a beach with a palm tree beside it, overlooking a serene sunset (AI Art)
What it Really Takes to Get a Second Passport

A second passport is about freedom. But how do you get one? Which one is best? And is it right for you? This article will answer those questions and more…

Read more
Couple hugging on a sunny beach (AI Art)
How to Go Offshore in 2025

[CASE STUDY] How we helped two close-to-retirement clients protect their nest egg.

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