Offshore Trusts and Foundations – 23 More Days

by Bobby Casey, Managing Director December 7, 2012 Offshore trusts and foundations have been the main area of interest for our clients over the past couple of weeks. We have been bombarded with requests to set up a offshore trusts or foundations for clients who are seeking to escape the estate tax trap before the […]

Destruction of Perpetual Wealth – 40 More Days

by Bobby Casey, Managing Director In 40 days, massive changes occur in regards to estate taxes. For 2012, you can give $5.12M gift tax free to your heirs. If you are married, you can give $10.24M. This threshold equates to the non-taxable portion of your estate when you die. The estate tax is currently set […]