The Nestmann Group keeps you up to date on important trends, developments and risks that may affect you. Here’s what’s new…
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.
Individual Retirement Accounts (IRAs) are a big part of many American investment plans – to the tune of $13 trillion in 2021.
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 so good, we assumed pressure from Washington would eventually shut it down.
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.
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…
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…
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…
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 [2025] There's a lot of misinformation when it comes to holding precious metals in a retirement plan. So let's debunk them once and…
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…
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…
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…
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…
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…
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…
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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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…
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…
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…
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…
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…
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…
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…
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…
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…
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. Unlike…
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.…
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. Unlike…
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. Unlike…
How to Set Up a Living Trust in Maryland Are you thinking about how best to pass your assets onto your family, friends, or chosen charity? If so, a Maryland…