Estate Planing for U.S. Citizens Living in Israel

Estate Planing for U.S. Citizens Living in Israel

On May 30, 2023 I taught a webinar on estate planning for US citizens residing in Israel. We discussed planning for incompetency, the Transfer Certificate challenge, trusts and so much more.

How to plan for death & incompetency in Israel

How to plan for death & incompetency in Israel

On July 25, 2023 I had the wonderful opportunity to be interviewed by Aaron from Blue & White Finance about estate planning for Olim and other US citizens immigrating to reside in Israel.   We discuss how to plan around the need for a Transfer Certificate and so much more. To hear a recording of this podcast:    […]

Estate Planing for U.S. Citizens Living in Israel

Upcoming Webinar: Estate Planning for US Citizens Living in Israel 

Free webinar on May 30 at noon ET, 7pm Israel time. We hope to provide the basics on this subject. There will at least be an opportunity to ask questions you have been wrestling with.  For more information and to register go to: https://nardisadvisors.com/estate-planning-us-citizens/