Client Alert

APG: Cook Islands Anti-laundering Program is Among the Best

As you plan for the highest degree of asset protection, you may be considering working with a range of international financial service providers. However, there may be many risks as some countries are targeted as tax havens or centers of money laundering. One area that is emerging in the forefront of financial security in this era: the Cook Islands. A report from the Asia Pacific Group on Money Laundering (the […]

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Client Alert

Why a trust might make sense for adult children

When you have a sizable estate, creating a trust for your minor children makes sense. It controls how the money is distributed and keeps the burden of money management off their small shoulders. When your child is an adult, creating a trust for him or her may not seem as necessary. However, being over the age of 18 does not guarantee your child is great with money. Even for someone […]

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The Best Little Asset Protection Vehicle No One Has Ever Heard Of — Securing Retirement

Dear Clients, Colleagues, and Friends, Life is full of little surprises. Wondering if you have enough money for retirement should not be one of them. Imagine this… You’ve worked your entire life to build a successful business, investing every spare penny back into your company. Your long-term plan? To sell the company when you turn 60 so you can live a life of leisure on the proceeds. Then, disaster strikes. You and your company […]

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