Do you provide succession planning for family businesses or investments?

Do you handle required minimum distributions (RMDs) for U.S. accounts?

Yes. We manage RMDs carefully to ensure compliance with IRS rules while minimizing the tax impact on your overall income. When you reside in Israel, we coordinate these distributions with local tax professionals to ensure they’re properly reported and taxed under both jurisdictions.

How do you create retirement plans for Americans living in Israel?

We build customized retirement strategies that integrate both U.S. and Israeli financial systems. This includes managing income from Social Security, pensions, and retirement accounts while coordinating with Israeli banking, taxation, and healthcare considerations. Our goal is to create a smooth, sustainable income stream that supports your lifestyle throughout retirement.

Can you advise on inheritance laws in Israel?

We are familiar with the fundamentals of Israeli inheritance law and how it interacts with U.S. estate documents. While we are not attorneys, we collaborate with Israeli legal professionals to ensure your estate plan respects both jurisdictions’ legal and cultural requirements.

Do you provide succession planning for family businesses or investments?

Navigate

Subscribe to Our Newsletter