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How to Activate an Israeli Ongoing (Durable) Power of Attorney

Now that many of us have executed an Ongoing Power of Attorney (PoA) in Israel, it is important to know how to activate it if it is needed. The Agent named in the Ongoing PoA will activate it. “Activate” means to have it start to be used. For example, Moshe, Eli’s son, needs to have […]

inheritance

Have the Talk! How About Now?

I advise my clients to speak with their families about their estate plan and wishes. It is extremely important to have this talk with your families.

dementia

How are Estate Planning & Dementia Related?

I remind all potential and current clients that they must plan for the possible event of
incompetency. It is not surprising that as we age, the risk of encountering dementia rises. This
is true no matter where you reside. The causes of incompetency are […]

2021: A Time of Uncertainty

While dealing with variants and so much other strife in the world, even the quote “nothing is certain except death and taxes” is not fully correct, as we await a tax reform in the U.S. It is certain of course, that there will be taxes, but which and how to plan for them remains unknown […]

passport

Little Known About Relinquishing a Green Card

This article has been written specifically for U.S. CPAs  and other U.S. tax preparers (I will use the term U.S CPAs to include any other form of U.S. tax preparer throughout this article). I am writing this article because too many of my clients have relinquished green cards lately and not known that they need […]