If a loved one recently passed, do you know what you need to do to claim your inheritance? Israeli law requires heirs to have a transfer certificate to claim an inheritance. What is a transfer certificate? Where can you get one?
Today’s guest has the answers… Ron Zalben, a partner at Aboulafa Avital Shrensky & Company, has extensive knowledge of estate tax laws and transfer certificates. Getting a certificate can be a tedious process, but it is necessary to claim or transfer any assets. Ron explains how someone receives a transfer certificate.
If you received an inheritance that included a beneficiary IRA account, in order to avoid needless taxation, you need to open a U.S. brokerage. Doug explains why it is essential to find a cross-border brokerage firm.
If you need a little help getting your inheritance paperwork form in order, here is a free checklist to keep you on track.
Download free resource: Inheritance Paperwork Form
Buy a copy of Doug’s latest book The Inheritance Book
Ron Zalben can be reached at 02-6294272 or at ron@aboulafia.co.il. He is also available on Facebook and LinkedIn.
If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
