Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.
FATCA, aimed at cracking down on offshore tax evasion, is hurting accidental US citizens who can’t open bank accounts.
Purpose trusts are nothing new, but this is an elegant twist on the strategy to achieve Yvon Chouinard’s objectives.
You’re going to need a longer bridge.
How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).
Here’s how to apply for some of the most popular digital nomad visas around the world.
The advantages, and potential drawbacks, of The Community Property Trust Act.
His planning serves as a reminder for advisors to understand our clients’ goals and develop tools to achieve them.