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/  

taxes

Recording of Lecture on US – Israeli Law to Israeli Bar Association

Attorney Osher Felicia Haleli recently lectured in Hebrew to the Israeli Bar Association about relevant U.S. law for dual citizens residing in Israel and non-US citizens or green card holders owning US assets.  If you missed it or want to review it, you may do so here:  https://fb.watch/brvYxmP9qH/ You may view Adv. Miriam Shatsky’s lecture (also […]