We work with clients who have received an inheritance and want help handling it. Sometimes they need assistance getting the inheritance transferred smoothly, and we can facilitate that.
Frequently, we meet with people whose parents had retirement accounts (IRAs) in America that are now being distributed. There are a number of challenges to transfer those accounts, especially when the heirs live in Israel. We are able to help clients set up and invest in “beneficiary IRAs” which allows them to defer paying taxes for now.
I often speak with people about how they will leave their assets to their children one day. You can’t manage your assets from the grave, but there are certain things you can do to make it easier for your heirs. Let’s set your affairs up in the most efficient way possible.
Take a look at the resources on this page, or if you’d like to chat, call 02-624-2788 (or toll-free from America, 1-888-327-6179).