Retirement Plans Can Be Imperiled When Long-Term Care Needs Arise

Savings Are Depleted Quickly If Not Properly Protected There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides. “Not everyone will spend all of their retirement years being active and doing all the fun things they planned,” says Mark Cardoza, … Read more

Why Family Feuds Erupt After The Will Is Read

Sibling Rivalries And Old Grudges Can Surface When Money Is On The Line, Family Wealth Guru Says The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says … Read more

Equity Estates Offers Smart Alternative for Savvy Travelers

70+ Luxury Homes through One Exceptional Investment Equity Estates’ Luxury Residence Fund offers investors a smart alternative for dream vacations while also making a sound financial investment. This private fund allows for the opportunity to own a portfolio of exceptional residences without the troubles of ownership. The diversified global portfolio includes access to 70+ spectacular … Read more

Tax Deferred Foreign Financial Account

In any payroll these days for U.S. people or not there is some form of tax equalization built into it. You find tax equalization is quite common. Basically your payroll is assumed to be tax equalized one way or the other and that is an expensive way to deal with this problem. Instead you can … Read more

Relinquishing Permanent Residency or U.S. Citizenship

The expatriation rules apply to U.S. citizens or long term residents that have a Green Card in eight of the last fifteen years preceding the application for expatriation. The expatriation rules are applicable if the taxpayer meets one of two test. A “covered expatriate” is a taxpayer that meets the Net Worth Test of IRC … Read more

The Panamanian Second Passport Program

Panama has become a popular destination for many Americans and Canadians for retirement purposes. As the Switzerland of Latin American, it is also a popular destination for many South Americans particularly Venezuelans and Colombians. Historically, Panama has been and remains politically and economically stable. The currency is tied to the U.S. dollar. For purposes of … Read more

EB What? Considering Other Alternatives to the EB-5 Visa

The EB-5 Visa program The EB-5 Visa program has been widely promoted as a legal basis for foreign business owners to gain conditional residency followed by permanent residency in the United States. The program is a great solution to the proposition “Ï want to live in America.” Unlike other countries, the decision to become a … Read more