What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets.
Not just for the Rockefellers anymore, trusts are becoming the secret weapon of savvy planners everywhere. Learn how you can use these powerful instruments to secure your legacy and give yourself peace of mind. Whether you're just starting to think about your estate or looking to level up your planning game, this episode is packed with insights you won't want to miss. Tune in now and discover why trusts might just be the unsung hero of your financial future.
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ABOUT OUR GUEST:
Andrew Treitel is a veteran attorney with more than 20 years' experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York and in Israel, and having lived and worked in both the U.S. and Israel, Andrew is familiar with the cultural and business norms in Israel and abroad. Having many years of corporate law and general counsel experience, Andrew brings a broad view of the individual client's needs and enables the client to consider other elements of the matter being handled.
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CONTACT ANDREW:
Website: https://www.treitel-law.com/
Email: andrew@treitel-law.com
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SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
Twitter: https://twitter.com/AaronKatsman
LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
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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
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VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
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CONTACT ME:
Email me: aaron@lighthousecapital.co.il
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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.
