Joint Brokerage Accounts For Dual Citizens

The Aaron Katsman Show · Dec 29, 2020 · 23m

I sat down with Osher Felicia Seaton to discuss two critical estate planning tips for a smooth inheritance Americans abroad should know. Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed…