The Best Swiss Banks
We've long considered Switzerland a good place to bank for the right sort of client. That's because the best Swiss banks offer a service that is geared towards Americans looking for a conservative wealth preservation strategy.
Top Estate Planning Tools for Asset Protection
I was on a Discovery Conference with a client a few days ago who had recently signed up for our elite Private Wealth service. For most clients, the Discovery is a chance to be really clear what they are hoping to get from the planning.
5 Reasons to Have an Offshore Bank Account
An offshore bank account is one of the most traditional ways to start your overseas journey. It's a very useful tool if you plan to invest in another country, buy…
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 in 2021.
Nevis LLCs: Are they worth it?
LLCs are almost perfect. They’re easy to form and administer, making them a great way to hold a business or investments. But they’re also an amazing asset protection tool. Why? Because…
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 think they would last. That's because the potential benefits were…
Form 8858: What You Need to Know Before You File
What is Form 8858 If you're trying to figure out whether you need to file Form 8858 and how to do it, you're in the right place. US citizens and…
How to Get a Second Passport: 7 Legal Ways
The process of getting a second passport is a big decision. And one where's there's a one-size-fits-all approach. Some people are lucky enough to claim a second citizenship through their…
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 our clients, investing in property abroad is used for a…
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. No matter how long you live outside the…
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 an offshore bank account. That's not because we're biased in…
Is a Bridge Trust Worth It?
Do You Need a Bridge Trust? Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow "better" than a domestic trust…
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 outlets like Fox News. Given how much we talk about…
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The Truth About Home Storage Gold IRAs [Updated for 2024]
The Truth About Home Storage Gold IRAs [2024] There's a lot of misinformation when it comes to holding precious metals in a retirement plan. So let's debunk them once and…
4 Reasons to Take Your Crypto Offshore
How to Move 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…
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. In our consulting practice, clients regularly contact us about wanting…
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What is a Living Trust and How Does it Work? [2024]
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. Unlike a…
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 gold at home but had heard about something called a…
Cheapest Citizenship by Investment Programs Right Now
Second Passports Cheapest Citizenship by Investment Programs Right Now As Featured on Contents What is Citizenship by Investment Overview of the Cheapest Citizenships to Buy The Cheapest Programs Antigua and…
How to Sell Gold Coins Without Paying Taxes
FAs we all know, we can't escape death or taxes. Well, almost. Because when it comes to taxes, and specifically -- how to sell gold without paying taxes -- there…
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…
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What Are The Best Gold Bars to Buy for Investment [2024]
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. We have…
What are the Best Gold Coins to Buy in 2024?
For the most part, the techniques we've used over 40+ years of planning have changed as the times have changed. Except when it comes to hard assets. We believe that…
How to Create an Oregon Living Trust in 2024
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. Unlike…
How to Create a Colorado Living Trust in 2024
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. Unlike…
10 Reasons to Invest in Gold in 2024
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…
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. But, as time passes, it's become…
How to Store Precious Metals in 2024 (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…
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." And that's the case more…
How to Create a Texas Living Trust in 2024
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. Unlike…