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Archive for the ‘Offshore Trust’ Category

Including an Offshore Trust in Your Asset Protection Strategy

There is no point in amassing significant offshore assets and then failing to take the steps necessary to protect those assets. Putting off the matter of asset protection leaves the investor vulnerable to all sorts of problems, including lawsuits that drain off a significant amount of his or her accumulated wealth. The only solution is to develop a protection strategy that includes multiple approaches to ensuring that the assets are securely locked in place for the benefit of your loved ones.

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Defining Your Reasons for Establishing an Offshore Trust

Arranging offshore investments to best advantage is something that every investor should consider. The right type of trust arrangement can be used to protect certain assets, preserving them for the benefit of the people you love. Trusts can also be a great way to minimize the amount of taxes you owe on the returns generated by certain assets. If the idea of setting up an offshore trust has been on your mind lately, it helps to consider what you want to accomplish with the arrangement before spending a lot of time comparing the different options.

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How to Structure a Trust for Asset Protection

One of the reasons that you are engaging in offshore investing is to create a solid financial base for your loved ones. At least a portion of your assets should be protected in some manner that will ensure your beneficiaries have enough money to take care of themselves when you are gone. This is where the concept of assets protection comes into play.

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Save the Date!

President’s Week 2012 March 10 – 14 Karlsberg International Insurance is proud to be a sponsor the 14th Annual President’s Week Conference March 10 – 14, 2012 on beautiful Ambergris Caye, Belize. While all of the details and speakers are not yet confirmed, our 2012 conference promises to be our best conference ever. We will [...]

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How to Use an Offshore Trust to Protect Your Assets

For U.S. citizens living abroad or citizens of other nations, an offshore trust may offer the appeal of low tax rates. Assets held within an offshore trust may be excludible from the overall estate for estate tax purposes if structured appropriately by a qualified offshore attorney. The trust may also be exempt from inheritance taxes. [...]

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