Estate Planning Diagnostic Session for US Expats Living in Israel
January 10, 2024 , 3:42 pm , Moving to Israel
Estate planning can be a complicated endeavor, especially as a US expat living in Israel. There are three important Israeli documents:
- A will
- Enduring power of attorney
- Medical directive
Even with these three documents in order, certain challenges may arise in elder care planning involving assets in both Israel and the US. Working with specialized financial and legal professionals who are knowledgeable in this area may help one navigate these complexities and begin estate planning with peace of mind.
Is your estate plan in order? Schedule a time for a short diagnostic session about global estate planning. The cost is $75.00.
As we are advisors for US expats across the world, this diagnostic session only applies to those who either have lived in the United States or hold US assets.
Please fill out the global estate planning questionnaire prior to our meeting.
Disclaimer
Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Registration does not imply a certain level of skill or training. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
