Before Touching That U.S. Trust, Listen to This

Goldstein on Gelt

Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

2M ago 13:17

MP3•Episode home

Inheriting U.S. assets while living in Israel can feel like you've just been handed the keys to a treasure chest… only to realize it's locked, and the instructions are written in two different tax codes. Between cross-border rules, trust and IRA quirks, and the emotions that come with a loved one's gift, it's easy to feel overwhelmed. This episode shows how to turn that "Where do I even start?" feeling into a confident, step-by-step plan. You'll discover how to bring scattered accounts under control, sidestep expensive mistakes, and use your inheritance to build lasting security.

Instead of rushing into quick decisions, you'll learn how to slow things down, zoom out, and see the whole picture. Think of it as shifting from frantic reaction mode to calm, strategic control—so your inheritance works for you, not against you.

Key Takeaways:

Hit pause before making any big moves—time is your ally when managing inherited U.S. assets.
Bring your accounts together so you can see your full financial landscape clearly.
Learn the cross-border rules now to save yourself headaches—and money—later.

If this sounds like you, schedule a free Cross-Border Financial Evaluation to get clear on your next steps at profile-financial.com/call.

605 episodes

#Douglas Goldstein #Douglas Goldstein | CFP® | Profile Investment Services #Trading #Business #Podcasting Education