How to Get Your Israeli Inheritance Step by Step

Inheritance is the transfer of property, monies, assets, rights and debts to heirs (or beneficiaries) after death. Unlike the movies, where the family gathers in a wood paneled office for a formal will reading, the transfer of your Israeli inheritance is far more understated and about following procedure. The first thing to ascertain is whether…

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Israeli Estate Planning: Tip 1 – Gather Your Information

The most essential tip that I can give when thinking about organizing your finances and estate planning is to gather your important information. Start with this estate planning checklist: Do you have a list of banks accounts in Israel including contact details? Do you have a list of bank accounts outside of Israel including contact…

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Could You be the Heir to this View?

Chanukah is the ideal holiday to contemplate an Israeli inheritance windfall. Many people dream of winning the lottery, but few people realize that they may already hold a winning ticket, by having the rights to inherit long forgotten abandoned Israeli property. The State of Israel has a list of 17,000 absentee owners, whose property is…

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Make an Enduring Israeli Power of Attorney Remotely

This is the critical update we’ve been waiting for that enables you to make an Israeli enduring power of attorney (EPA) from the comfort of your home, completely remotely, and to appoint your children in the United States, UK, South Africa or anywhere else in the world to be your agents. Together with an Israeli…

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A Personal Message

Dear Clients, Colleagues and Friends, Over the last weeks, the State of Israel has been attacked by terrorists in the most horrific manner. We have suffered large numbers of civilian casualties. The terrorists who invaded Israel committed unthinkable atrocities and have taken a huge number of hostages. In response to these unspeakable attacks, Israel is…

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How to Work with an Israeli Real Estate Agent

Let’s say you’re a buyer and you’d like to find an apartment in Netanya; whether you’re looking for a sea view, or proximity to certain English-speaking synagogues. There are multiple websites in Hebrew, such as Yad2 and Madlan, where you can view ads placed by individual sellers and agents alike. However, there is no centralized…

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Israeli Inheritance Distribution Agreement

You may be pleasantly surprised to learn that as the beneficiary of an Israeli inheritance under a valid uncontested Will, you can create a distribution agreement with the other beneficiaries of the Israeli inheritance, and control how you receive the Israeli estate. Let’s look at an example. A father passed away leaving three apartments in…

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Israeli Inheritance = Israeli Probate

Israeli Real Estate Inheritance

What is Israeli probate and why do you need it? Clients are often surprised that they have to go through the lengthy Israeli probate process. Some clients are named as personal representatives in the US and think this will apply to the Israeli estate that they have inherited. Some clients are named executors in the…

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Israeli Inheritance Remotely

Israeli Inheritance Remotely

  At the best of times, it isn’t convenient to have to travel to Israel to take care of inheritance matters. Indeed, the last few years have only emphasized how important it is to be able to process your Israeli inheritance remotely. In my practice, I speak with clients by phone, have Zoom meetings, and…

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