Episode 50- Financial Planning. Key issues for US citizens residing in Israel

2025-09-22

Are you an American in Israel thinking about your future? Whether you’re already settled, considering retiring in Israel, or planning for your life and family in Israel, there are unique legal and financial issues you need to know. In this live session, we’ll answer key questions such as: What are the main planning issues for Americans living in Israel? Should you hold your investments in Israel or the US? What common mistakes should you avoid when it comes to ...

Are you an American in Israel thinking about your future? Whether you’re already settled, considering retiring in Israel, or planning for your life and family in Israel, there are unique legal and financial issues you need to know.

In this live session, we’ll answer key questions such as:

What are the main planning issues for Americans living in Israel?
Should you hold your investments in Israel or the US?
What common mistakes should you avoid when it comes to taxes and cross-border planning?
What do Roth IRA conversions mean for US Olim?
How do you handle wills and inheritance across borders?
And—if you already have an Israeli durable POA—do you also need one for US assets?

Join us to get clarity, avoid costly mistakes, and take the right steps toward a strong and secure future for you and your loved ones.

Hi, I am an Elder Law Lawyer and a gerontologist, and my focus is helping mainly senior citizens to stay in control when they reach significant junctions in their lives.

Norman H. Chait, the Managing Principal of Nardis Advisors, LLC

You are also welcome to visit my website for more information www.lawmirit.com

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