In a new episode of Aliyah Money Talks I am joined by Osher Felicia M. Haleli, Esquire – a legal expert who specializes in Estate Planning for Americans in Israel. We discuss the ins and outs of comprehensive planning around end of life issues as dual citizen. This is an incredibly important aspect of proper financial & life planning for Olim.
Learn more and get in touch with Osher on her website or by calling 055-556-5254.
Main topics discussed
1:30 – What is Estate planning?
4:00 – When someone makes Aliyah and moves money to Israel, do they need a new Will?
8:50 – How about somebody with US assets living in Israel with an Israeli Will – do they need a Will in the US also?
12:30 – Getting transfer certificates from the IRS – what it is and why it is causing havoc for Americans abroad.
17:40 – What are some of the common solutions around this transfer certificate issue?
22:50 – Reasons to avoid US probate process
26:40 – What is a Trust and how does it help with Estate planning?
33:00 – Someone with minor children making Aliyah – what steps should they take?
38:20 – What is the process for receiving an Israeli death certificate & US certificate of death abroad
43:40 – Why planning is more important than ever
- About the author
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I help Olim make more confident decisions by sorting through the complexity around personal finance in Israel and delivering a well organized path forward.
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