International trusts are excellent planning tools for many different purposes. They have typically been used for decades for domestic and international asset protection, estate planning, and retirement planning. And today, they are also commonly used for global investment diversification, pre-migration planning, and as a defensive strategy against political and social concerns at home.
An international trust not only allows you to maintain privacy and control over assets, but for those considering "offshore" to live or invest, it's a valuable planning tool when timely implemented.
But beware: an international trust is not a one-size-fits-all planning strategy. While some aspects might be similar for different individuals, the needs, asset types & values, planning objectives, and comfort levels will vary, and require a very customized approach to planning.
And the good news is that there are many different planning options available using an international trust…. and they don’t need to cost you a fortune. But they only work if you take the proper steps in advance to protect what you own.
On this site are some excellent planning tips to help you get started. This includes a free newsletter service and past articles on many different topics, two good books written in layman's language, in non-technical terms, and how to obtain personal advice for your specific situation.
Here's what you will find:
First, to help you learn how to use international trusts to protect your assets, How to Legally Protect Your Assets, 2nd edition, is the most comprehensive layman's guide to asset protection and wealth preservation ever published. There is a wealth of information to be discovered. Read the Table of Contents and you be the judge.
Second, if you’re interested in learning more about the legal, tax and other implications involved in living and investing offshore, Offshore Living & Investing, 2nd edition, is an authoritative compilation on a vast number of topics you need to consider before going offshore. The subtitle, Planning Strategies for the Sovereign Individual, says it all. The Table of Contents offers you a valuable peek at what you should know beforehand to avoid pitfalls.
Third, if you are ready to seriously consider how to implement a plan to fit your personal situation, then Email David Tanzer to learn if there is a good fit between your needs and our services. If the shoe fits, then an initial review of your personal situation is the next step towards better control over your assets.
Finally, sign up now to receive our Free Newsletters to stay in touch and learn more about international trusts, offshore living and investing, avoiding lawsuits, the best and worst places for offshore planning, international banking, wealth preservation, privacy, how to live offshore with tax-free income, how border controls and currency restrictions affect you, dual citizenship and second passports, America’s Exit Tax, foreign residency, global investment diversification, tax minimization, foreign tax compliance rules, and much, much more.
And read some of the Past Articles now to get started today.
But whatever you do, don’t wait until it's too late.