How do you create retirement plans for Americans living in Israel?

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 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 do you create retirement plans for Americans living in Israel?

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