Happy Brexit 1776

by Bobby Casey On July 4th, 1776, the document penned by Thomas Jefferson known as the Declaration of Independence was adopted by the original 13 United States of America. It was signed by 56 delegates of the former British colonies as an act of defiance against Great Britain. It was a defining moment that has […]

Offshore Strategy: Step One

June 9, 2015 by Bobby Casey Nearly every day of the week I get a call or email from readers asking me, “I am just starting out with internationalizing my life – what do you think I should do first?” I cannot answer this question in broad strokes as everyone’ situation is different. We consider […]

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 […]

The Last Gold-Backed Currency in the World

by Bobby Casey, Managing Director I am writing this sitting in the Istanbul airport waiting on my connection back to Latvia. I wanted to share with you my reflections over the past few days as Turkey could be an excellent option for many of you looking to move overseas and internationalize your life. One thing […]

Happy Parasites Day

by Bobby Casey, Managing Director Today is the day that the American sheeple line up at their local church, school, or town hall to determine the Chief Executive Parasite for the next 4 years. Some of you side with the Democrats liberal social agenda. You think that old white men should have not say in […]

Asset Protection – Dispelling the Myths

Common misconceptions about Asset Protection by Bobby Casey, Managing Director Asset protection can sometimes be a confusing and often misunderstood topic. In today’s newsletter I will attempt to dispel many of the myths surrounding asset protection. An excellent definition of asset protection comes from Investopedia; The concept of and strategies for guarding one’s wealth. Asset […]

Nuts and Bolts of Asset Protection

This week I will take a break from the usual rants about government stupidity and my philosophical discussions about how people should act and the world should look. Instead, we will discuss some nuts and bolts of Asset Protection Planning. For the purpose of discussion, I will share with you a couple recent client (names […]

Who Murdered the American Dream?

As depressing and utterly hopeless as this may sound, the answer is without a doubt – yes, the American Dream has been murdered. Before you delete this email or click through to the next thing on your to-do list for the day, I encourage you to read on because this is in no way a […]

America Bails on Entrepreneur Bob

Like many of you, I am an entrepreneur. In high school I was a bag boy at the local grocery store, then unloaded trucks for UPS, and on to go-kart track ticket taker. Also during that time I worked mowing yards and other various odd jobs. My income producing years began at around age 12. […]

Spanish Prostitute in a Catholic Church

It seems the more stupidity the politicians of the world throw at us, the more creative we become. We are barraged on a daily basis with headlines about how new French President Hollande is going to tax the wealthy at 75%. Or Bill Clinton praising Mitt Romney as having a sterling business record. In response […]

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