The Inheritance Book: What you need to know about receiving and investing an inheritance from the U.S. when you live in Israel
As a cross-border investment expert, Doug draws on over 25 years of experience in the financial world to explain in simple language:
- what paperwork you need to gather in order to claim an inheritance,
- the process of moving accounts into an heir’s name, and
- how to invest the assets in order to build wealth.
Five must-have checklists simplify the process.