Wills that don’t work. Trusts that get tangled. Heirs scrambling to figure out who gets what—and when. If you’ve got U.S. investments but live in Israel, your estate plan might be headed for a legal mess without even realizing it. This episode unpacks the real-world problems that come up when your legal documents aren’t built for cross-border life—and how you can avoid costly, confusing mistakes by getting your financial and legal teams to actually talk to each other.
You’ll learn how to set up your plan so your heirs don’t need a PhD in international law to carry out your wishes—and why a little proactive planning now can save everyone a lot of headaches later.
Key takeaways and action points:
- Don’t assume your U.S. will works in Israel (or vice versa)—get it reviewed
- Loop your financial advisor in before you finalize estate documents
- Leave your heirs a roadmap, not a scavenger hunt
- Work with pros who understand both sides of the ocean
The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources mentioned in the show, go to https://goldsteinongelt.com/radio-show
The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.
