<description>&lt;p&gt;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.&lt;/p&gt; &lt;p&gt;Key Takeaways:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;Take charge of your future with an enduring power of attorney – it’s a game-changer for protecting your decisions!&lt;/li&gt; &lt;li&gt;Guardianship? No thanks! Learn how to avoid court-appointed headaches and stay in control.&lt;/li&gt; &lt;li&gt;Cross-border investor? Make sure your assets are covered both in the U.S. and Israel for total peace of mind.&lt;/li&gt; &lt;/ul&gt; &lt;p&gt;If you're ready to take control of your financial future, &lt;a href="https://profile-financial.com/call/"&gt;click here&lt;/a&gt; to schedule a free Cross-Border Financial Evaluation. We’d love to see how we can help!&lt;/p&gt; &lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt;</description>

Goldstein on Gelt

Douglas Goldstein | CFP® | Profile Investment Services

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

OCT 10, 202418 MIN
Goldstein on Gelt

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

OCT 10, 202418 MIN

Description

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, click here 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.