Estate Planning
A will and a beneficiary form that work perfectly in the U.S. don't automatically carry the same effect in Israel. Cross-border estate planning means making sure your wishes hold up in both places.
Why It Matters
- U.S. and Israeli inheritance law can conflict — without coordination, a plan valid in one country may not hold in the other.
- Beneficiary designations on retirement and brokerage accounts generally override what's written in a will.
- Currency, property, and account location all affect how — and how quickly — assets can pass to heirs.
How We Help
- Review your beneficiary designations and account titling against your actual estate wishes.
- Coordinate with U.S. and Israeli estate attorneys so your plan is consistent in both jurisdictions.
- This is the same thinking behind the Y'rusha (Legacy) element of our A.L.I.Y.A. framework — see how it fits the bigger picture on our Framework page.
A free 30-minute conversation.
No products. No pressure. Ask us anything.
Schedule a Free Consultation