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Oct 11, 2018 2:12 PM - 1+ week ago
Description: How can you make sure you receive your inheritance? Learn about Transfer Certificates with CFP Douglas Goldstein....
Excerpt: jump to content MainAll NewsRadioHow to claim assets after a loved oneâs passing How to claim assets after a loved oneâs passing How can you make sure you receive your inheritance? Learn about Transfer Certificates with CFP Douglas Goldstein. Douglas Goldstein, 11/10/18 20:12 Basic Law Loading.... Doug Goldstein, CFP and director of Profile Investment Services Ltd., and Ron Zalben, CPA, discuss the process of claiming assets after a loved oneâs passing. In Israel, a beneficiary needs a transfer certificate. Ron explains what a transfer certificate is and how you go about getting one. He also explains why they are important and what a beneficiary can expect during the process. The Goldstein on Gelt Show covers issues related to giving and receiving an inheritance. When you inherit assets from loved ones in America, it makes sense to keep those assets in the U.S. However, if you live overseas, having a U.S. brokerage account is a problem. Doug goes ...
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