Photo Credit: courtesy
Doug Goldstein

Did you inherit money from abroad and are having difficulty collecting the assets?

Receiving an inheritance from abroad can be complicated. Claiming an inheritance is full of bureaucracy, as each organization has to verify the beneficiary’s identity.

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If you’re a beneficiary to an account in another country, the rules and regulations different firms have are complicated. In order to simplify the process, download the free resource “How to Claim an Inheritance from Abroad.”

There are a series of steps an investor can take to make receiving their inheritance easier. The Inheritance Book was written for investors living in Israel receiving an inheritance from the United States. The book is a step-by-step guide for the inheritance process. You can buy the book on Amazon.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com