Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Ron Zalben, CPA, discuss the issue of estate tax. What is estate tax? Who has to pay estate tax? And what is the first thing you should do when estate tax on your inheritance is unavoidable?

Ron Zalben, CPA of the Aboulafa Avital Shrensky & Company, answers these questions and more. Tune in to learn more about estate tax and how to handle it.


If you recently received an inheritance or are anticipating receiving one, download a free checklist to help streamline the paperwork involved in claiming your inheritance. The link is available in the show notes on the Goldstein on Gelt website.


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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