Photo Credit: courtesy
Doug Goldstein

Have you recently received an inheritance from abroad? Are you living in Israel but are a beneficiary to an account in the United States? Receiving an inheritance from abroad can be complicated. If you’re a beneficiary to an account in another country, there are some rules and regulations firms must follow.

Understanding the inheritance process

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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. There are a series of steps an investor can take to make receiving their inheritance easier. Start the process today. Download the free resource How to Claim an Inheritance from Abroad on The Goldstein on Gelt show notes.

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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