Insights
Asset Protection, Explained
Practical articles on protecting wealth, from an attorney who is also a CPA.
Offshore Trust Tax Reporting: Forms 3520, 3520-A, FBAR, and 8938
A foreign asset protection trust is tax-neutral but heavily reported. A plain-English guide to the IRS and FinCEN filings, deadlines, and penalties, from an attorney-CPA.
Read more →Asset Protection for Physicians: Beyond Malpractice Insurance
Malpractice coverage is essential but limited. How physicians layer insurance, exemptions, entities, and foreign trusts to protect what they've built.
Read more →Domestic vs. Offshore Asset Protection Trusts: Which Holds Up?
About 20 states allow domestic asset protection trusts, but they share a weakness offshore trusts don't: they remain under U.S. courts. How the two compare on protection, cost, and reporting.
Read more →The Best Time to Protect Your Wealth Is Before Anyone Comes After It
Request a confidential consultation. We'll review your exposure and tell you plainly whether a foreign asset protection trust makes sense for you.