Estate planning for US citizens living in Israel can be a complex endeavor, especially for persons who made Aliyah as adults, and who have significant assets still in the US, including property and trusts.
Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the eighth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on the Social Security Windfall Elimination Provision, or WEP. WEP is something that we are asked about often by people who are eligible…