Tax Haven A tax haven is a place where private individuals place their assets in a foreign jurisdiction in order to protect themselves from high income taxes and currency conversion rates. Tax havens have a negative connotation as having associations with illegal activities. In reality, people looking for legitimate international tax planning opportunities employ tax … Read more
Offshore Asset Protection Trusts-Personal Freedom and Privacy It is a falsehood that everything related to being “offshore” such as offshore banking secrecy, offshore investment bond, offshore banking alert, offshore asset protection trusts or anything else relevant to offshore applies only to large organizations or maybe truly extreme high net worth people. A lot of people … Read more
In most states, you have to pass the series FINRA sequence 7 examination (you don’t need to have a broker vendor and you won’t be a FINRA licensee, you just need to take the exam). It’s effortless given that all you do is get a fast system Monday to Friday and then consider the … Read more
Here’s a true but startling Real Estate Asset Protection fact: It’s estimated that every day, some 50-60,000 lawsuits are filed in the United States! That number is both staggering and sobering. What even more staggering that many of these lawsuits are frivolous and have no merit? It’s often been said that you don’t have to … Read more
Grantor. The grantor is the creator of the trust and the person who is eligible to make gifts to the trust. You may serve as the grantor of your own trust, or you may ask a parent or another relative to establish the trust for your benefit.Trustees. The trustees control the trust and make decisions about … Read more