Can you help me decide whether to take Social Security early or later?

Do you help reduce estate taxes for dual citizens?

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.

Can you help me plan charitable giving or philanthropy across borders?

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.

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 help me decide whether to take Social Security early or later?

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