Aug 4, 2021 American Abroad: How to get a US Transfer Certificate
The Aaron Katsman Show
This week, Aaron Katsman of Lighthouse Capital and Ariel S. Rosenzveig, Esq. discuss the inheritance process for Americans living abroad with investments in the US.
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 are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
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