Tuesday, October 17th, 2017

Planning In Light of 2013′s Uncertainty

December 31, 2012 by  
Filed under Estate Planning

Although we are all breathlessly (okay, admittedly some of us more than others) awaiting the upcoming US tax legislation, there are some measures that can be taken no matter the outcome. Portability – U.S. Citizen Spouse Leaving Assets to U.S. Citizen Spouse Upon Death Until Dec. 31, 2012, portability is the law, meaning if the estate of [...]

Partnering with AACI: Event on Wills and Estate Planning

June 14, 2012 by  
Filed under Estate Planning

Take the time to consider the difficult questions: What will happen to my family if something should happen to me?  Will they be taken care of?  How can I ensure that they are provided for? Many people think, what could possibly happen to me? Everything’s fine. Therefore, most people do not have a Will and [...]

השתלמות ללישכת עו”ד בירושלים – מחר 5.6.12

June 4, 2012 by  
Filed under Estate Planning

סוגיות ירושה לבעלי נכסים בארה”ב  תכנון ירושה לכל נכס הנמצא בארה”ב  -  כמעט כל נכס ניתן להוריש גם ללא צוואה בארה”ב – וזה עדיף -        צוואות בארה”ב  - יתרונות וחסרונות -        ירושה של נכסים בארה”ב – ההבדלים בין בעלות של אזרח ארה”ב למי שאינו אזרח -        ארה”ב – מדינות רבות בה – חוקים ומערכות משפטיות בתחום הירושה, בשלוש מדינות ספציפיות בארה”ב -        מס עיזבון אמריקאי  - חל על אזרחים אמריקאים [...]

US estate-tax volatility – friend or foe?

May 16, 2012 by  
Filed under Estate Planning

My latest article published today, May 16, 2012 in the Jerusalem Post: http://www.jpost.com/Business/BusinessFeatures/Article.aspx?id=270112

Sponsored by Nefesh B’Nefesh & the Efrat Municipality

May 13, 2012 by  
Filed under Estate Planning

Nefesh B’Nefesh & the Efrat Municipality present a special legal seminar: “A Will for a Will” Providing for Loved Ones via Wills & Estate Planning   Tuesday, May 15th, 8:00PM Presented by: Debbie Rosen Solow, Attorney at Law & Felicia M Seaton, Attorney licensed in the U.S.   We tend to avoid considering these issues, however taxation, [...]

In Every Generation…

April 2, 2012 by  
Filed under Estate Planning

During the upcoming holiday season, we are called upon to pass teachings on to the next generation. In a different scheme of things, many of us plan to pass on our wealth to the next generation. Most of my clients leave their wealth to their surviving spouse and then to their children, grandchildren, nieces and [...]

Higher Returns for Informed Investors

January 30, 2012 by  
Filed under Estate Planning

It is old news that until recently, the U.S. real estate market has been experiencing a serious slump. Not surprisingly, Israeli investors see an opportunity. Savvy investors are fully cognizant of the legal and tax aspects of their choices. Their consideration of the decision to invest demands thorough analysis of the laws and taxes in [...]

Using Trusts to Manipulate Heirs?

January 9, 2012 by  
Filed under Estate Planning

Is Inheritance a Good Thing? Many clients tell me that they just want their heirs to be able to access the family’s wealth as quickly and smoothly as possible, in equal shares. However, many clients have specific ideas about how the wealth should be used and when. Adam and Shira want to support their children [...]

December – a Festival of Lights & a Time for Tax Planning …?

December 7, 2011 by  
Filed under Estate Planning

As we enter this last month of the Gregorian calendar, we are acutely aware of the contrasts it brings – a Festival of Lights in such a dark month outside, and a holiday time that typically means additional expenses while we explore the tax price we will have to pay for the year’s investments. We [...]

Obama, Republicans Re-vamped US Estate Tax – How Does This Affect Me?

October 24, 2011 by  
Filed under Estate Planning

In December, 2010, the Democrats and Republicans passed an uncharacteristically mutually agreeable amendment to the US Tax Code. One must assume that among other factors, this is a simple attempt to ease the burden of the difficult financial times that the US nation has experienced in the past couple of years. How do the amendments [...]

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