Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Yes. We regularly meet clients in Israel and welcome face-to-face discussions when possible. Whether you’re based in Jerusalem, Tel Aviv, or elsewhere, we make every effort to provide personal, attentive service that fits your schedule and location.
We meet as often as needed—typically at least once or twice a year—to ensure your plan continues to align with your evolving goals, family situation, and market conditions. We also remain available throughout the year for questions, updates, or major life events that may affect your financial picture.
Yes. We assist clients in developing charitable giving strategies that align with both their personal values and tax goals. Whether donating through U.S. foundations, Israeli nonprofits, or international organizations, we ensure your philanthropy is structured efficiently and compliantly.
Yes. For clients who own businesses or investment properties in the U.S. or Israel, we provide strategic guidance on succession planning, ownership transfer, and tax-efficient transitions. We work with accountants and attorneys to protect your business interests for the next generation.
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.
Yes. Through careful planning, we can help structure your estate to minimize exposure to U.S. and Israeli estate taxes. This may include the use of trusts, strategic gifting, or asset restructuring to take advantage of applicable treaties and exemptions.
Absolutely. Cross-border estate planning is one of our specialties. We coordinate with estate attorneys in both countries to create wills and trusts that comply with local laws, minimize taxation, and ensure your assets transfer smoothly to your heirs. Our goal is to preserve your legacy and protect your family’s future.
Yes. We assist in structuring pension income for maximum efficiency. This includes advising on distribution timing, currency conversion, and the impact of the U.S.–Israel Tax Treaty. We work to ensure your pension benefits are accessible, predictable, and properly coordinated with your Israeli income sources.
Yes. We evaluate your full financial picture—life expectancy, income needs, and tax implications—to determine the optimal time to claim Social Security benefits. For Americans living in Israel, we also consider how benefits are taxed locally and how they fit within your broader retirement income strategy.
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.