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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.
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Leaving U.S. Accounts to Heirs in Israel the Right Way

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Manage episode 501365722 series 79150
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.

Got U.S. brokerage or IRA accounts and heirs in Israel? Then you’re juggling more than just numbers—you’re navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose.

Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with your kids (without the awkwardness), and what simple moves can save your heirs years of confusion. It’s not just about who gets what—it’s about passing on your values with your wealth.

Key takeaways:

Having open conversations now can prevent heartache later Timing your gifts can sometimes make a bigger impact than waiting A clear plan and a few shared stories can keep your legacy—and your family—intact

Want to make sure your U.S. accounts don’t create chaos for your heirs in Israel? Check out International Inheritance Headaches—and How to Avoid Them. It’s packed with tips and strategies to help you pass on your wealth smoothly and meaningfully.

  continue reading

598 episodes

Artwork
iconShare
 
Manage episode 501365722 series 79150
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.

Got U.S. brokerage or IRA accounts and heirs in Israel? Then you’re juggling more than just numbers—you’re navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose.

Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with your kids (without the awkwardness), and what simple moves can save your heirs years of confusion. It’s not just about who gets what—it’s about passing on your values with your wealth.

Key takeaways:

Having open conversations now can prevent heartache later Timing your gifts can sometimes make a bigger impact than waiting A clear plan and a few shared stories can keep your legacy—and your family—intact

Want to make sure your U.S. accounts don’t create chaos for your heirs in Israel? Check out International Inheritance Headaches—and How to Avoid Them. It’s packed with tips and strategies to help you pass on your wealth smoothly and meaningfully.

  continue reading

598 episodes

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