Escape the Guardianship Trap: The Importance of an Enduring Power of Attorney with Mirit Hoffman скачать в хорошем качестве

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

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, visit profile-financial.com/call 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.  Enjoyed this episode? Don't forget to share it, and to give a 👍 to the "Goldstein on Gelt" show for more insightful financial podcasts tailored for life in Israel.   Visit our website: https://profile-financial.com  Sign up for our Newsletter: https://profile-financial.com/newsletter Read Doug’s Books: https://goldsteinongelt.com/books/   Listen to The Goldstein on Gelt podcast: https://goldsteinongelt.com    Follow Doug on LinkedIn:   / douglasgoldsteincfp   Follow Doug on Facebook:   / douglas.goldstein.16     Content Disclaimer: Welcome to the materials produced by Douglas Goldstein. Before engaging with our content, whether video, podcast, written format, or any other medium, please consider the following important information: 1.       General Disclaimer: The materials provided are for informational, entertainment, and educational purposes only. They do not constitute financial, legal, or tax advice, nor are they a solicitation to buy or sell any securities. The opinions expressed are those of Douglas Goldstein and not necessarily those of Portfolio Resources Group, Inc. or its affiliates. Neither PRG nor its affiliates provide tax or legal advice. 2.       Investment Risk Warning: Investments carry risks, including the potential loss of capital. No assurance can be given that any investment strategy will be successful or will achieve any particular level of performance. Past performance is not indicative of future results. Consult with a qualified investment professional before making any investment decisions. 3.       No Liability: Douglas Goldstein, Profile Investment Services, Ltd., and its affiliates accept no responsibility for any losses, damages, or liabilities that may arise from the use of the information provided in these materials. The content should not be viewed as a guarantee of success. 4.       Regulatory Compliance & Non-Solicitation: This content is not intended to provide advice on securities laws or international regulations and should not be considered a solicitation or offer to buy or sell any security, product, or service to any U.S. or non-U.S. investor in jurisdictions where such activity would be contrary to law or would require additional registration. 5.       No Obligation to Update: Douglas Goldstein, Profile Investment Services, Ltd., and its affiliates are not obligated to update or correct any information presented in these materials. 6.       Individual Consideration: The information presented does not consider your individual financial situation, objectives, or needs. It is not intended as personal recommendations. Before acting on any information, consider its suitability to your circumstances and seek advice from your financial or investment adviser. 7.       Securities and Custodial Services: Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. By accessing, viewing, or using this content, you acknowledge and agree to the terms outlined in this disclaimer, understanding the risks involved with investment decisions and the general nature of this informational content.