In the United States, We Trust!

American Trusts To Protect Your Assets, Wherever They May Be

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

I have studied tax havens for over 50 years from masters 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.

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 foolish choices.

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.

Should you support those adversaries' values? Should their desires to get more allow them to risk your savings? That trend will not stop.

In today's world, US titled investments are far safer than the 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 a 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.

Moreover, 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.


Impending Tax Exodus!

If United States federal tax reform takes place as expected before the end of 2017, increasingly likely, the desirability of moving more assets away from California, New York, New Jersey, Connecticut, Illinois and several other high tax States will require urgent action. There will be an even greater exodus of assets into much lower or no tax States.

Persons in States with the highest annual state and local income tax (some of which collect 13 percent or more!) will no longer be able to deduct those from their federal tax returns, as in the past.

Moreover, federal estate taxes payable at death will be greatly reduced, but 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 into Florida and Texas since neither has a local income tax. The added costs of not doing so will be huge. Now is the time to plan ahead!

It is better to take this into account now, whether or not specific tax changes occur. Some really prefer to live in Florida or Texas, which is fine. Nonetheless, there are even better places with greater advantages in sheltering one's assets, regardless of where you actually reside.

You can see my thoughts on what to do in other parts of 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?

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 follow 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. Protecting your investments is another issue!

You need both. There are ways to do that. I simply point you in the right direction.

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

Whether you want 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, or even control over claims by family members, all are available if done correctly, as described here.

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 available for those who qualify. (But be careful, the EB-5 rules are changing.)

“In the United States, We Trust”

Private trusts in the right States and with the right features permit all of these. Everyone has different goals. Customized approaches may be needed, based on your input and fact situations, though many can be relatively simple. You can designate reliable individuals as trustees, and use your own advisors, but it is cost-effective and wise to name a professional administrative trust company as co-trustee, to manage the work and assure ongoing compliance with the laws where the trust is located.

The Leading Brand Is In South Dakota

After examining the changing nature of ownership through legal entities thoroughly for many years, I have identified the very best company to administer trusts and hold title to assets for you, a leading brand firm that already serves more than 85 billionaires (five new this year) and 200 other families in the US each with over $100 million, as well as other high net worth investors throughout the world.

It clearly has a trusted record among those who have the most at stake. It also serves those with more modest portfolios.

“Switzerland On the Prairie” - The Best Place In the USA

That trust administrator is the most innovative and biggest such entity in the "highest ranked trust jurisdiction" having the best laws in the US (rated #1 in all categories by Trusts & Estates magazine, January 2016!)

It serves as the administrative local co-trustee for private trusts. This is necessary to gain the benefits of titling assets under the extremely favorable laws of South Dakota – and it works even where the assets are held elsewhere in or outside the US.

It does not cost much, for what it does.

In practical terms, by setting up in South Dakota and using this 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!

It and I work with clients’ existing investment counsel, law firms, CPAs, estate planners and other advisors; We do not replace or compete with them. You can still use the people you trust best.

While several other states emulate South Dakota’s innovations, to my mind it remains alone as the best. Some now call South Dakota “Switzerland On the Prairie.”

This is a great business model that provides an outstanding opportunity for investors and clients. The benefits are so substantial, and the costs are so modest, that 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