Aaron Katsman

Joint Brokerage Accounts For Dual Citizens

Informações:

Sinopsis

I sat down with Osher Felicia Seaton to discuss two critical estate planning tips for a smooth inheritance Americans abroad should know. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice. You can reach me at connect with Aaron at: aaron@lighthousecapital.co.il or visit www.aaronkatsman.com