Can you assist with estate planning that covers both U.S. and Israeli assets?

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.

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.

How does social security in the country I live in now work in conjunction with USA social security?

Generally, if you are eligible for foreign pension plans, then your US social security benefits may be reduced up to 50%. However, this is not always so. For example, if one receives money from Israel National Insurance, then this does not impact the level of your US Social Security benefit. For further information read my article on Linkedin.

Can you assist with estate planning that covers both U.S. and Israeli assets?

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