Efficient estate administration minimizes the amount of time it takes heirs to receive an inheritance. Estate expert Peggy Atkins Munro, author of Estate and Trust Administration for Dummies, explains the basics that everyone should know when dealing with an estate, whether it is preparing your own estate or an inheritance. Find out the difference between a will and an estate plan and why both are important.
In addition to estate planning, it is also important to pay attention to your investments while you are still alive. On today’s show, Doug Goldstein CFP® discusses how a brokerage firm works. Where does your money go when you invest it in a brokerage account, and how is it handled?
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 www.GoldsteinOnGelt.com


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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 [email protected]