Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure you are setting yourself up for a smooth transition of wealth to your family?
Tune in and learn about the nuances of managing shared accounts, the pros and cons of transferring control to family members, and the critical role of clear communication in preserving both wealth and relationships.
Some key insights:
For more information, visit the show notes at https://goldsteinongelt.com/personal-finance/financial-planning-for-illness-and-death
Securing Finances for a Long Life
Managing U.S. IRAs and Roth Conversions for Expats
Receiving an Unexpected Inheritance in Retirement
Avoiding Costly Mistakes: Planning for U.S. Estate Tax When Married to Non-Americans
Managing U.S. Pension and IRA Plans from Israel
The Stress-Free Investment Method
How to Overcome Family Pressure in Investing
When Real Estate Investments Turn Sour
How to Invest for Growth
Getting Ready Financially for Divorce
6 Strategies for Happier Investment Decisions
Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim
Understanding RMDs: A Simple Explanation
The Journey to Expatriation
Don't be a DIYer: U.S. Cross-Border Investments in Israel
Tax Planning Tips for Americans Living in Israel | Reduce Tax Liabilities and Maximize Savings!
Being a Good Steward of Family Wealth
Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?
One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel
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