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Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., outlines different aspects of receiving an inheritance. Recently received your parents’ portfolio? What should be your next move if you inherit stocks? The free resource “How to Make the Most Out of Your Parents’ Stocks” answers complex questions investors have about inheritances. Download the resource in the show notes of today’s episode on The Goldstein on Gelt Show website. Find your answers today!

How are U.S. inheritances taxed?

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How are inheritances taxed? Are inheritances taxed differently in the United States? What is capital gains tax? If you recently received a U.S. portfolio, there are certain U.S. tax laws that could impact your inheritance.
While Douglas Goldstein is a financial advisor, and does not provide tax advise, there are certain tax ramifications to owning/inheriting stocks that you need to know about.

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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