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
When clients prepare their estates, they often ask me advice when writing a will. I’m a good person to consult with, since my office frequently deals with the practical side of a will. In other words, when clients pass away, their heirs approach us since we’re the ones who actually help them get hold of their inheritances. … Read more
