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Bad Advice Has Dire Consequences When Foreigners Invest in U.S. Real Estate

21.03.2023
A buddy of mine contacted me in a panic the other day. The top tier law firm he and his wife had engaged to assist with a large U.S. real estate acquisition dropped them in the middle of the transaction! WTF? Oh, as it turns out, they also failed to properly advise them on the […]

Choosing a Trustee: The Pros and Cons of Private Trust Company vs Professional Trust Company

7.03.2023
When it comes to managing a trust, one of the biggest decisions you will have to make is choosing a trustee. Two popular options for this are using a private trust company or a professional trust company. Each option has its own advantages and disadvantages, and it’s important to consider your own needs and preferences […]

Choosing the Right Business Entity to Setup—A Key to Success

7.02.2023
People decide to setup business entities for a variety of reasons. Some are starting or expanding a business. Some are purchasing rental properties. Others want to hold investment assets through them. The reasons are limitless. And no wonder people setup business entities, they can off many benefits, including: Business Entity Advantages Reaping these rewards, however, […]

Statutory Foundations: Asset Protection, US Taxation and Long-Term Wealth Benefits

24.01.2023
With the US being a ‘common law jurisdiction’, it’s no wonder many Americans may be confused about foundations (and no, we’re not talking about *charitable* foundations like the Bill and Melinda Gates Foundation). This is because foundations are a concept derived from a ‘civil law jurisdiction’.

Bad Advice Has Dire Consequences When Foreigners Invest in U.S. Real Estate

24.01.2023
A buddy of mine contacted me in a panic the other day. The top tier law firm he and his wife had engaged to assist with a large U.S. real estate acquisition dropped them in the middle of the transaction! WTF? Oh, as it turns out, they also failed to properly advise them on the […]