Sitting down with a new client, I encountered a common, rather disheartening tale of inheritance gone awry. The legacy that her father had carefully planned through a “transfer-on-death” (“TOD”) account with a U.S. brokerage firm seemed straightforward, but the reality of accessing the funds was very different…. Read more
The challenges of receiving a U.S. inheritance can be broadly categorized into two phases: the transfer of assets and management of these assets once received. Each phase comes with its own set of risks and hurdles to overcome. Last week we covered the inheritance transfer (call 02-624-2788 if you want a copy of the article);… Read more
The challenges of receiving a U.S. inheritance can be broadly categorized into two phases: (1) the transfer of assets and (2) management of assets once received. Each phase comes with its own set of risks and hurdles…. Read more
In the realm of personal finance, understanding your investments is vital. For example, just because your late husband had specific preferences for his portfolio doesn’t necessarily mean you should follow suit. Here’s why:… Read more
A will or trust is critical to protect your estate after your passing, and to make a smooth transition of wealth to your intended heirs. That’s why it’s critical to keep it updated.
Take the story of Sarah: Her sister’s family lives in the Tel Aviv apartment her widowed father suggested should be sold upon his death…. Read more
