Below are brief summaries and links to all of the background education pieces we have released to date.
| Going Offshore: Is It For You? | A comprehensive introduction to basic issues to consider in deciding whether incorporating offshore stuctures into your financial planning is worth it to you. It includes an introduction to trusts and other legal structures that can be used in your planning. |  |
| Offshore Myths | An exposé and critical analysis rebutting erroneous and misleading statements recently excerpted from websites of offshore and asset protection providers and attorneys, exploding two prevalent myths – that authorship in this field and/or high fees are synonymous with great value and service. | |
| Interacting with Offshore Entities via Private Contracts | A trust is a contract. This article stems from years of researching and applying offshore and asset protection strategies and will shed light on what is perhaps the most advantageous, yet least understood and most overlooked aspect of financial structuring and business planning – the effective use of contracts. | |
| LLCs for U.S. Onshore Asset Protection | Sometimes staying onshore is a simpler and cheaper, but equally effective for practical purposes, approach to the protection of certain assets. This article covers the basics of U.S. Limited Liability Companies, and how they might be used to protect assets such as real estate, where there is no possibility of actually moving them offshore. | |
| Offshore Trusts and Taxes | An appendix to Going Offshore: Is It For You?, this article summarizes our understanding of the reporting and tax consequences of various relationships one might have with an Offshore Trust. | |
| Belize as a Trust Situs | An appendix to Going Offshore: Is It For You?, this article presents a brief overall introduction to the beautiful country and a somewhat less brief introduction to Belize’s body of trust laws. | |
| To IBC or not to IBC? | IBCs (International Business Companies) have important, frequently overlooked tax considerations. It is in your interest to inform yourself of them before deciding whether the structure is a good fit in your offshore planning. | |
| Secure Email Communication with PGP | “Pretty Good Privacy” is a software program that can be used to assure that your email communications can only be read by the addressee. The mechanics of using the program may sound daunting in the abstract, but the essential functions can be executed fairly easily. This article provides a beginner’s introduction to using PGP. | |
| A Few Modest Software Proposals | Basic information on alternative solutions to the Microsoft – whose ethical standards we find wanting because of their heavy-handed use of government-sponsored force to maintain their market position – software that is usually installed as a default on PCs, and which has proved itself to be ridden with security risks. | |
