Expats

Many people in Israel are curious about US power of attorney and if it works overseas.

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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Many expats choose to move money internationally.

What you need to know about transferring money internationally

As financial advisors to US expats in Israel, we often get questions about how to transfer money internationally. Our guidance may apply to expats or Americans abroad who have relocated to many different countries. But first, we’ve written these blogs about moving to and living in Israel which you may enjoy. Immigrating to Israel A …

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In this article we discuss Brokerage accounts for non us residents and how to avoid getting locked out!

What expats need to know about Brokerage Accounts for non-US residents

People have asked us whether they can keep their US bank accounts and brokerage accounts while living abroad. Getting your accounts closed is a real risk – so here’s what you need to know about brokerage accounts for non-US residents. Let’s divide our response into two separate parts:  US citizens living abroad, and; Non-U.S. citizens …

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Is the Roth 401k all it's cracked up to be for US expats?

Why US Expats should look before they leap into a Roth 401k

The latest version of the SECURE Act, creatively named “SECURE Act 2.0”, brought with it many retirement changes for Americans, each accompanied by advantages and disadvantages. What does it mean, though, for Americans abroad? Should US expats be taking advantage of all the provisions the Act has to offer? Here’s why we’re not sure that …

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The reporting of foreign assets doesn't have to be a headache!

Compliance with reporting of foreign assets: tips for US expats to avoid stress

The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily to clamp down on criminal activity, for example drug dealers, tax avoiders and terrorists.  Nevertheless, ordinary citizens sometime find themselves impacted for non-compliance regarding reporting of foreign assets. Yes, you can be …

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This blog discusses the financial issues faced by US expats, and how to address them.

How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats

What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in helping resolve the financial issues faced by US expats. Before we get started discussing our case studies on US expat financial …

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