Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.

Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1. Importance of Investor Alpha

2. Quote from JP Morgan.

3. I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.

4. I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.

5. What surprises you most about the investment business?

6. How do I know if there is value in hiring a financial advisor vs a robo advisor?

7. What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?

8. A timely and actionable investment idea

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1. Paying For A Wedding When Machatanim Disagree

2. Quote from Dwight Eisenhower

3. I’m genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?

4. Pros and cons of having guaranteed income in retirement?

5. My mom’s husband passed away. I heard she can claim her social security on his benefit? Does this make sense?

6. Based on your investment philosophy, what return assumptions do you shoot for?

7. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.