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 ...
Read More
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
Read Less
Add this copy of The Inheritance Book: What You Need to Know about to cart. $12.07, new condition, Sold by Ingram Customer Returns Center rated 5.0 out of 5 stars, ships from NV, USA, published 2018 by Southern Hills Press.
Add this copy of The Inheritance Book: What You Need to Know About to cart. $33.68, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2018 by Southern Hills Press.
Add this copy of The Inheritance Book: What You Need to Know About to cart. $63.50, new condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2018 by Southern Hills Press.
