Overview

When you live in Israel and receive an inheritance from someone in the United States, what's the first thing you need to do? Find out every step you need to follow by reading The Inheritance Book: What you need to know about receiving and investing an inheritance from the U.S. when you live in Israel. Cross-border investment expert, Douglas Goldstein, CFP(R) draws on over 25 years of experience in the financial world to explain in simple language what paperwork you need to gather, the process of moving brokerage, retirement, and bank accounts into the name of the heirs, and how to take the next step of investing the money in order to build wealth. The Inheritance Book includes five must-have checklists that help to simplify the whole process: - Paperwork you need to claim your inheritance - Executor's tasks - Reasons to set up a trust - 5 Important points for writing a will - The difficult first steps of widowhood

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9781933882178

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Douglas Goldstein, a twenty-year financial industry veteran, is a Certified Financial Planner (CFP(R)), Registered Investment Advisor, Trust and Estate Practitioner, and licensed investment professional. He is the founder and director of Profile Investment Services, LTD. (est. 1997), an international financial planning and investment services firm. Doug hosts a personal finance radio show, The Goldstein on Gelt Show, and has authored numerous books on financial planning and building wealth. Doug's articles appear regularly in newspapers and he is quoted in a variety of publications, such as The Wall Street Journal, Forbes, and Business Daily News.

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