• April 8, 2025
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    • The Dreidel
    The Dreidel – April 2025 Edition
    Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the sixteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about about the current state of the US markets, and places this in a longer-term context. The US stock market has had a…
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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
  • Many people in Israel are curious about US power of attorney and if it works overseas.
    May 1, 2023
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    • Estates
    Estate Planning for US Citizens Living in Israel  – All you need to know in 60 minutes
    Date: Tuesday, May 30th Time: 7 pm Israel, 12 noon eastern Moving to Israel from the US brings with it a host of estate planning questions. Do I need a will? Where does the will need to be written? What country must Powers of Attorney be held in? Should I set up a trust? How do I set up a…

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