<h1 class="entry-title">Category: Asset Protection</h1>
12
Sep
How To Beat Estate Tax And Probate When I bought an apartment in Portugal three years ago, my standard offshore holding structure ran into a snag. Portugal has a blacklist of tax-advantaged countries that includes Nevis, where my LLC holding structure is set up. Using that Nevis entity to hold title to the apartment would [...]
02
Sep
I Hate It When My Wife Asks Me These Questions My wife has suggested I write a book. The two of us are hunkered down in Panama together for the next three months. Seems like an opportunity for that kind of project. "Begin," my editor wife counseled, "by reviewing the big-picture benefits of organizing your [...]
13
Sep
What If The Doomsdayers Are Right? Here’s How To Prepare For The Worst Last year my pregnant niece, her husband, and baby had to be rescued from a second-story window during Hurricane Harvey in Texas. They climbed out of the window, dropped down into a boat, and rode to safety. After the hurricane passed, they [...]
21
May
A reader emailed this week to ask: “How do I set up an offshore LLC?” That’s a loaded question that’s impossible to answer. Like most things in life, going offshore isn’t a one-size-fits-all program. Options are many and varied and must be considered in the context of an individual’s personal situation. It could be that […]
07
Aug
Using your IRA to invest in real estate offshore was a popular topic of discussion at my Global Property Summit earlier this month. As I’ve been reporting for many years, it’s possible to invest your IRA funds outside the United States. However, to do so, you have to find an IRA custodian that allows for […]
03
Jul
When It Comes To Assets, Moving Isn't Hiding Some recent reader emails have me scratching my head. Some readers are railing against me for writing about ways both to save taxes and to protect assets by moving them offshore. These readers seem fully to believe that these activities are either unpatriotic or illegal or both. [...]
26
Jun
Vetting Your Next Overseas Property Purchase An attendee at last week’s Offshore Wealth Summit asked for specific recommendations for how to carry out due diligence on real estate investment opportunities abroad. He knows how to do his due diligence for real estate purchases back home, where he is an active investor, he explained, but he is just [...]
18
May
Back In The DR Where The Property Buys Are Better Than Ever I write from Santo Domingo, where I’m hosting this week’s Live and Invest in the Dominican Republic Conference. We have a sell-out crowd in the room, our biggest turnout for any DR event to date. I’m not surprised. This country has been at [...]
01
May
A few weeks ago I requested a certificate of good standing for one of my offshore entities from my registered agent. One of my banks has started requesting a new certificate each year as part of their client due diligence. Every year is overkill in my view, but it’s either provide the certificate or have […]
27
Apr
The left-wing parties are out of the running in France. The choice is down to Emmanuel Macron, a non-politician centrist, and Marine Le Pen, a legacy politician from the extreme right. Should Marine Le Pen win, she’s vowed to pull France out of the EU and shut the borders for immigration. Macron promises to reduce […]
