Artwork

内容由Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services提供。所有播客内容(包括剧集、图形和播客描述)均由 Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Escape the Guardianship Trap: The Importance of an Enduring Power of Attorney

18:37
 
分享
 

Manage episode 444520411 series 79150
内容由Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services提供。所有播客内容(包括剧集、图形和播客描述)均由 Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Estate planning may sound like a snooze, but there’s one powerful document you can’t afford to ignore: the enduring power of attorney. In this episode, Doug Goldstein and Mirit Hoffman uncover why this single document is your secret weapon for staying in control of your finances and healthcare, even when life throws unexpected curveballs. Plus, discover how to avoid the headaches of guardianship, and why all cross-border investors need to have their assets covered on both sides of the ocean. Whether you’re managing U.S. or Israeli assets, this episode will show you how to protect your future like a pro.

Key Takeaways:

  • Take charge of your future with an enduring power of attorney – it’s a game-changer for protecting your decisions!
  • Guardianship? No thanks! Learn how to avoid court-appointed headaches and stay in control.
  • Cross-border investor? Make sure your assets are covered both in the U.S. and Israel for total peace of mind.

If you're ready to take control of your financial future, click here to schedule a free Cross-Border Financial Evaluation. We’d love to see how we can help!

Disclaimer: This podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your personal situation.

  continue reading

560集单集

Artwork
icon分享
 
Manage episode 444520411 series 79150
内容由Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services提供。所有播客内容(包括剧集、图形和播客描述)均由 Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Estate planning may sound like a snooze, but there’s one powerful document you can’t afford to ignore: the enduring power of attorney. In this episode, Doug Goldstein and Mirit Hoffman uncover why this single document is your secret weapon for staying in control of your finances and healthcare, even when life throws unexpected curveballs. Plus, discover how to avoid the headaches of guardianship, and why all cross-border investors need to have their assets covered on both sides of the ocean. Whether you’re managing U.S. or Israeli assets, this episode will show you how to protect your future like a pro.

Key Takeaways:

  • Take charge of your future with an enduring power of attorney – it’s a game-changer for protecting your decisions!
  • Guardianship? No thanks! Learn how to avoid court-appointed headaches and stay in control.
  • Cross-border investor? Make sure your assets are covered both in the U.S. and Israel for total peace of mind.

If you're ready to take control of your financial future, click here to schedule a free Cross-Border Financial Evaluation. We’d love to see how we can help!

Disclaimer: This podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Please consult with a qualified professional for advice tailored to your personal situation.

  continue reading

560集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南