Estate Planning & Probate Lawyer, Fort Lauderdale, FL

Customized Offshore Planning Services for South Florida

Could foreign banking and investments benefit your estate plan?

When done right, foreign investments and offshore estate planning can provide great benefits to high-net-worth individuals. When done wrong, the results can be ruinous and could even include charges of tax evasion.

To maximize benefits and minimize risk, contact our South Florida boutique estate planning law firm. We are experienced in customizing legal structures and documents to fit our client’s exact needs and goals. To learn more, contact The Levy Firm PLLC in Fort Lauderdale for a confidential, free consultation.

Why consider offshore planning?

Offshore planning utilizes foreign legal structures and financial regulations to manage and protect assets. Potential benefits include:

  • Asset Protection. Shields assets from creditors and legal claims.
  • Tax Efficiency. Potentially reduces tax burden through favorable tax regimes.
  • Confidentiality and Privacy. Offers greater anonymity and privacy for asset ownership.
  • Estate Planning Flexibility. Allows customization of estate plans to specific needs.
  • Diversification. Mitigates risks by spreading assets across multiple jurisdictions.
  • International Mobility. Assists with managing assets in different countries and international investment opportunities.

Offshore planning has the potential to provide many benefits, but they require careful implementation and compliance with relevant international and stateside laws. If the best place for your assets is overseas, The Levy Firm PLLC can use our experience, intricate knowledge of the law and resources to include international offshore planning in your estate plans.

Common offshore planning strategies

In general, there are two types of offshore planning: trusts and investments. Both approaches can be utilized within a Florida estate plan to achieve specific financial goals and mitigate risks:

  • Offshore Trusts involve the establishment of legal arrangements in foreign jurisdictions to hold and manage assets on behalf of beneficiaries, providing benefits such as asset protection, tax efficiency, and privacy.
  • Offshore Investments entail placing funds in foreign financial instruments or entities, such as offshore bank accounts, mutual funds, or real estate holdings, often chosen for their potential for higher returns, diversification, and tax advantages.

Foreign assets and investments are not something you can establish and forget about. To maintain protections and income, international financial networks must be regularly monitored and managed by diligent professionals.

Contact us to learn how international law applies to your estate

Attorney Geoff Levy knows how to leverage the most favorable estate planning and investment laws worldwide for maximum protection of your wealth, legacy, and loved ones. We can help you achieve your estate planning goals in countries that are welcoming to foreign investors, like:

  • The Bahamas
  • Belize
  • Bermuda
  • The British Virgin Islands
  • The Cayman Islands
  • The Cook Islands
  • Hong Kong SAR
  • Ireland
  • The Isle of Man
  • Luxembourg
  • Nevis
  • Singapore
  • Switzerland

For information about how offshore planning may benefit your wealth and legacy, contact us for a confidential free consultation. Attorney Geoff Levy can gather the details of your circumstances over conversation. He can help you define goals, explain your options, and answer questions. We prioritize you and your needs. When you call The Levy Firm PLLC to talk to a lawyer, you’ll be speaking to Geoff in less than 24 hours. Contact us today.

Free Consultation. Contact Us Today.
Se Habla Español
Free Consultation. Contact Us Today.

If protecting your legacy and the financial security of your loved ones is a concern of yours, it’s a concern of ours. Let’s talk. Our law firm provides legal services in English and Spanish. Free consultations for new clients.

    Free ConsultationClick Here
    SE Habla Español