Protect
your ESTATE
from restrictions,
taxation, and probate



Transfer of ownership to heirs is subject to taxation. Maybe you live in a country where your children or your spouse can inherit you with no tax consequences, as of now.



Be warned: It takes very little to change such legislation! And what if your appointed heir got killed in an accident - maybe the same accident that also took your life? Or what if you want to appoint a completely different heir, who would have to pay some heavy taxes in order to accept the inheritance?


In all cases, there will be probate and legal fees to pay for your heirs on top of any taxes due, particularly if your will is not updated or totally clear on all points. Please do not underestimate those fees! Once you are no longer here, there is nobody to look after this, except the lawyers who benefit directly from things not being simple... Sure, your heirs would like to have a say, but there is nothing they can do until the lawyers have finished what they doom reasonable to do during probate.

With an offshore legla entity as the legal owner of your Estate, you can avoid all this. Your Estate can be transferred exactly as it is to your appointed heir, exactly as you desire. No probate. No tax. No legal fees. No reason for family feuds. No reason for you to worry about what happens when you can no longer influence the events. Wouldn't that increase your peace-of-mind?


Here is the outline for what you should do in order to effectively protect your Estate the way you want it:

  1. Familiarize yourself with how the offshore entities work, particularly the Offshore Trust. If your Estate encompasses business assets or one or more businesses, you should also focus attention on the International business Corporation (IBC). And if your plans involve administration of funds for a non-personal purpose, like a charity, scientific research, or other humanitarian support puposes, then you might want to also check out the Private Interest Foundation.

    For your general overview of what is involved in the international business set-up you will need, you should check at least the following information on this site:

  2. When done, you should then sign up for the email education that fits your situation best, maybe both of these:

    Protect your personal assets

    Protect your business income


    These free e-mails will explain to you what you need to do first and why.

  3. When you have done that, then sign up for this additional e-mail serious about how you can use the information you now have to put your final plans together: Protect your Estate
    Please note that these e-mails will assume that you have acquired the knowledge from either one of the two series above. Without that, you will not understand these...

    Using offshore legal entities to secure your Estate for your heir(s) is in principle simple - but it does take that you fully understand how everything works, before you go ahead and make some decisions that may not be wise for you.... The peace-of-mind you want does not allow for any not-very-well-thought-through decisions...


  4. Contact us whenever you have any questions about this - we shall be happy to provide you the answers you need in order to get everything set up so it fits the purpose you have.

    We hope you understand that we can only provide information and tools. The value you will get from using that knowledge and those tools totally depend on the way you use them - but we are here to help with that.



  5. Once you have everything set up for you, you transfer ownership of all the individual items in your Estate to your offshore entities.

    You include real estate property, art collections, non-tangible proprietary rights, contents of bank accounts, securities, etc.

    We must make you aware of the fact that there can be quite a lot of work involved in accomplishing this without your incurring any tax liabilities or other legal problems in the process. The specific challenges are subject to where you live - and to the size and nature of the Estate


  6. You update your will so it will do want you intend: have the offshore entities notified of your demise, so your heir(s) can take over the control you want them to take over.

    The benefits you can achieve go far beyond simply protecting your Estate when you start to understand the true legal power of the concepts. It also gives you the necessary tools to conduct all your financial affairs in complete privacy!

Establishing an offshore entity can in certain situations cause unnecessary problems if you are unaware of all the implications. You should, in due course, discuss certain aspects of your asset transfers both with your accountant and with your attorney:
  • Make sure your accountant guides you to all the tax benefits you are entitled to.


  • With your attorney, you should first check that you are not running into any problems you did not foresee, and you also need to have your will updated so it works also for the offshore entities.


In order to do this correctly, however, you need to fully understand the concepts you are working with - otherwise, you will just risk creating more problems than you solve. But if you could build an Estate that is worth securing, then you can also learn how to use offshore entities to protect it...

You did subscribe to our free information, didn't you?



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If you have more than one heir you want to benefit with your Estate, you need to inform management of the offshore entities about what exactly you want them to do upon your demise. You cannot disclose this in your will!

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If you do not yet have your will up-dated, you should seriously consider having it done through your membership of Pre-Paid Legal! Establishing your will and updating it every year is included in this membership that will cost less than a dollar per day! Please check the details of Pre-Paid Legal's incredible membership service before you say "no thank you" to such a value!


Did you sign up for the free information about
how you can protect your Estate for your heir(s) exactly as you want it?
If not yet, please go to the sign-up form now!

(If you don't, you might cause some severe trauma for your Loved Ones by not knowing how to protect them.
Remember, you cannot do it when they need it the most...)



If you want to move funds to a business or an account you do not own (and thus has no personal tax liability for), then you have three possible options for your motive to do so:

  1. You can donate the money.
  2. You can invest.
  3. You can transact business.

If you live in a country where Common Law prevails, and you "transfer" money or other assets to an offshore entity or account that is not a charity, without it being part of a legitimate and bona fide business deal you can show signed paperwork for, you can expect your taxman to assume that you have a beneficiary ownership interest in the receiving party - which means tax liability on your part!

Morale: No matter how careful you were when establishing your offshore presence, you can blow it all away with stupid ownership behavior!








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