In the United States, We Trust!

Trusts That Protect Your Assets, Wherever They Are

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Did you know that the USA now ranks number 3 among the top tax havens in the world –– and do you know why?

I have studied tax havens for over 50 years from experts who were generations ahead of the pack (see my Profile), and understand those havens' strengths and flaws.

Now I work exclusively on helping others find the best ways to protect their savings and businesses, and to understand why that is so.

This is extremely valuable to anyone with significant net worth and I can help.

Where To Invest and To Safeguard Assets

The United States is now the safest, most stable place in the world in which both to invest and to protect wealth –– and it will be for many decades to come.

Its abundant resources, including vast energy and food resources, financial strength, superior quality of life and an extremely sound legal environment assure that will continue.

Other factors make the US better than traditional offshore tax havens. It is getting so that the risks, including sovereign risk, exchange and other risks and loss of privacy, are making those far less attractive.

See what has happened with funds sheltered in
Iceland, Cyprus and now Panama, now suffering vast losses or great risk exposure, as just three of several examples. As it turned out, those were very bad places to park wealth.

Tax havens are under attack from many adversaries, including the media, foreign government and criminal hackers, disgruntled employees as leakers, corrupt bureaucrats in small countries and the
International Consortium of Investigative Journalists, which has dedicated its efforts to encouraging whistleblowers and exposing clients of those havens, due to extreme liberal goals.

This trend will only get worse.

Should you support those who wish to confiscate your assets? Should their desires to get more allow them to risk your savings?

In today's world, US titled investments are far safer than the foreign havens –– and can still offer outstanding long-term returns. Values are superior and investments are highly transparent and liquid.

Keep in mind, in investing, risk should never outweigh reward!

More than ever, the United States is still the greatest capitalist, "can-do" country where self-made persons can prosper, become rich and pass their assets on to their families. The vast majority of the
Forbes 400 richest persons are self-made.

secrecy in certain US locations is highly protected by effective State laws. Those American States offer superior privacy without the dangers that offshore tax havens risk.


Looming Tax Exodus

With recent United States federal tax reform, the desirability of moving more assets away from California, New York, New Jersey, Connecticut, Illinois and several other high tax States is quite clear. There is now, and will be an even greater, exodus of assets into much lower or no tax States.

Persons in these and other States with the highest state and local income tax (some of which collect an annual 13 percent or more, beyond federal levies!) may no longer offset most of those from their federal tax returns, as in the past. That is, in the past, one could largely ignore their impact, because it was simply covered up by federal taxes!

Moreover, while federal estate taxes payable at death will be greatly reduced, there is no indication that similar local taxes in high tax states will go down.

Many families have already acted on this. One can see a flood of families and businesses to Florida and Texas since neither has any local income tax. (Do the numbers if you are affected. The added costs of not doing so will be huge.) There is no sign yet that any of the high tax states intend to reduce what they take.

Some really do prefer to live in Florida or Texas, which is fine. Nonetheless, there are even better places with greater advantages (not just lower taxes) in sheltering one's assets, and it may not affect where you actually reside.

You can see my thoughts on what to do on this site. See my pages on Tricks of the Trade and Profile.

I cannot explain all of the benefits and methods here, but I urge you to investigate and develop a plan now.


Where Should YOU Invest? Offshore?

As for holding assets abroad in offshore tax havens or otherwise, take a tip from
Jack Bogle, Vanguard Funds’ founder and visionary creator of index funds.

He says there is a reason why investors in other parts of the world expect greater profitability. There are far higher risks in assets owned in such places.

Bogle also notes that American multinational companies do 50% of their business abroad, anyway. They know how to do it and they have whole departments of experts to manage currency exchange and political risks. You can invest in them and benefit from that.

At the same time they comply with US laws and far better public disclosure requirements. Where else can you get that?

Most people now realize, or should, that the American economy is undergoing a vast transformation. Capital goes where it is best treated. The US economy is in the midst of the greatest growth spurt in history.

"This country is in an era of extreme prosperity," says
Ben Stein, economist, actor and best selling author. It is a simple matter to make money here, as explained in his marvelous new little book The Capitalist Code. I highly recommend this book to everyone.

The USA is becoming far more friendly to investors, both large and small. The small, family business ones may benefit the most. Why not take advantage?

Robert Schiller, the Yale University economics professor, has said investments in Russia and Greece may make sense now because P/E ratios are low. Of course they are! They are much riskier! Do not take his advice.)

How To Invest In the United States

Holding investments within the US is easy and extremely safe, if you use the right methods and entities.

Smart investing is one thing, and can be done quite safely. Sheltering your investments properly is another issue! You need both.

There are ways to do that. I can point you in the right direction.

You can still keep your own existing legal and investment advisers, CPAs, etc., and we can all work together without interfering with those relationships.

The benefits include tax shelters, asset protection, safeguarding inheritances, extreme privacy, infinite duration or "dynasty" trusts, security and flexibility, whether one owns a business, real estate or other assets, and even control over claims by your own family members!

All are available if done correctly,

Through the right entities in certain States, you can even include titles to assets held outside the US!

These legal vehicles are largely only available in a few locations that have extremely advanced legal frameworks, too detailed to cover here.

Investing this way can also help non-US citizens and their families legally to immigrate to and live permanently in the United States. EB-5 investor visas are still available for those who qualify. (But be careful, the EB-5 visas may soon become severely restricted.)

“In the United States, We Trust”

Private trusts in a few States with the right laws permit all of these. Currently those States include South Dakota, New Hampshire, Nevada and Wyoming.

Everyone has different goals. Customized, cost effective approaches sometimes are desirable, based on your input and fact situations, though many can be relatively simple. You can designate close persons as trustees, and use your own advisors, but it is also desirable and wise to name a professional administrative trust company in the right State as co-trustee, to manage the work and assure ongoing compliance with the best local laws where the trust is located.

The Leading Brand Is Not Where You Think

After examining the changing nature of ownership through legal entities thoroughly for many years, I have identified a company that I like to administer trusts and hold title to assets for you.

It has a trusted record among billionaires and multi-millionaires, those who have the most at stake. It also serves those with more modest portfolios.

The Best Place In the USA

Having such a trust administrator can put your assets in one of most effective shelters in the US.

It is cheap to have a purely administrative local co-trustee for private trusts. This is necessary to gain the benefits of titling assets under the extremely favorable laws of its home State – and it works even where the assets are held elsewhere in or outside the US.

A local co-trustee does not cost much, for what it does.

In practical terms, by setting up in such a State and using a local entity to administer and do the paperwork for you (so you do not have to be physically present), you can protect your assets forever from almost everybody and not even be there!

Use one that works with your existing investment counsel, law firms, CPAs, estate planners and other advisors; That way, it (and I) do not replace or compete with them. You can still use the people you trust best.

This is an outstanding opportunity for investors and clients. The benefits are so substantial, and the costs are so modest, that many families, and their advisors who know about this, search it out. Do yourself or your clients a favor by checking it out.

Free Counseling

You can get more information from me without obligation or commitment.

Make contact with me by email, or I am happy to have a phone discussion with you by appointment.

Protected Investing In the United States • Results That Work • Extraordinary, High Value Outcomes