I joined the brilliant Mirit Hoffman on her Golden Topics podcast to dissect the complex world of second relationships and investment planning - because nothing says romance like prenups and estate planning! We dive into real stories of what happens when good intentions meet poor planning, and how to avoid turning your blended family into a financial battlefield. From joint accounts to inheritance disputes, we cover it all. For more great content, watch our full chat and give Mirit a follow - let her know Aaron sent you!
ABOUT MIRIT:
Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship.
She is a member of the Global Society of Trust and Estate Practitioners (STEP) and lectures on the importance of Estate Planning. In addition, I have a podcast called “Golden Topics, Significant Crossroads for Seniors”, where I discuss with other professionals- that work /help/advise elders on critically important elder issues that directly impact their lives.
CONTACT MIRIT:
@mirithoffmanlawoffice
Website: https://www.lawmirit.com/
Email: mirit@lawmirit.com
Facebook: https://www.facebook.com/MiritHoffman
SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
Twitter: https://twitter.com/AaronKatsman
LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142
Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show
Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
CONTACT ME:
Email me: aaron@lighthousecapital.co.il
DISCLAIMER:
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.
