Got U.S. brokerage or IRA accounts and heirs in Israel? Then you're juggling more than just numbers—you're navigating cross-border taxes, family dynamics, and future expectations. This episode unpacks how to turn your inheritance plan from a source of stress into a lasting legacy filled with clarity, connection, and purpose.
Learn why silence is the real enemy of estate planning, how to start meaningful money conversations with your kids (without the awkwardness), and what simple moves can save your heirs years of confusion. It's not just about who gets what—it's about passing on your values with your wealth.
Key takeaways:
Having open conversations now can prevent heartache later
Timing your gifts can sometimes make a bigger impact than waiting
A clear plan and a few shared stories can keep your legacy—and your family—intact
Want to make sure your U.S. accounts don't create chaos for your heirs in Israel? Check out International Inheritance Headaches—and How to Avoid Them. It's packed with tips and strategies to help you pass on your wealth smoothly and meaningfully.
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.