Inheritance
New IRA Regulations: How Will They Affect You?
If you’re an American who moved to Israel and left your Individual Retirement Account (IRA) in America, get ready for important changes, some of which could help you out.
If having an address in Israel is creating a problem with your IRA, please contact Sandy in my office (sandy@profile-financial.com) to see what easy solutions are available to you. … Read more
Should You Leave Your Children an Inheritance
How Quickly Should You Invest the Money You Inherit
Estate Planning – What Happens to Your Money After You Die
The Best Way to Invest When You Want to Gift Money
The Best Way to Update Investments in an Inherited IRA
How to Claim an Inheritance from Abroad
If you’ve ever tried to claim an inheritance from abroad, you know the confusion can feel overwhelming. While the deceased may have meant for you to be an heir, the funds don’t magically end up in your account. You’ve got to deal with quite a lot of paperwork and plenty of notarized signatures…. Read more
Expecting an Inheritance? Here’s What You Need to Know
Expecting an inheritance?
Here are 5 of the toughest questions you will likely have when receiving an inheritance:
- What paperwork do you need so that you won’t suffer problems and delays in getting your inheritance?
- What’s the quickest way to transfer inherited brokerage and retirement accounts to your name?
Will You Spend all Your Money or Leave Your Kids an Inheritance?
If you leave your children an inheritance, what will your kids do with your money one day? Often, people I meet who receive an inheritance manage the cash influx well. Together, we create a financial plan and then invest according to the plan, in an effort to meet their financial goals…. Read more