Golden Topics- Significant Crossroads for Seniors

Welcome to Golden Topics, which are personal discussions with a variety of professionals on critically important elder issues. Hi, my name is Mirit Hoffman, I am a mother of three, a Gerontologist and an attorney specializing in elder law. My focus is helping senior citizens to stay in control when they reach significant junctions in their lives. These podcasts are personal discussions with a variety of professionals and are intended for anyone who is interested in being enriched with knowledgeable information regarding significant crossroads for seniors. for more information you are welcome to visit my website at: https://www.lawmirit.com/

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Episodes

Thursday Dec 19, 2024

Today we are discussing Structuring Your Investments for Transitions with Ben Maimon the founder of Maimon Wealth Management Ltd.
Stay tuned as we talk about the important considerations in how investments are held in times of transition.
 
You are also welcome to visit my website for more information www.lawmirit.com

Wednesday Nov 27, 2024

You love your new partner and want to build a shared future together, and at the same time, you also want to protect your financial stability and your children’s inheritance from your previous marriage.
Join me in this podcast “The Elephant in the Room- Second Relationships & Estate Planning”, where we'll delve into the vital importance of Prenups, Wills, Medical Directives and preparing an Enduring Power of Attorney (EPA) as well as other estate planning essentials when you are in a second relationship.
You are also welcome to visit my website for more information www.lawmirit.com

Tuesday Oct 08, 2024

Today we are talking to Hadassa Meller Ben Tolila, about the challenges in later life relationships. 
This podcast will touch on important considerations for couples entering new relationships, particularly later in life or as a second marriage, covering practical, emotional, and legal aspects of joining lives together.
You are welcome to visit my website for more information www.lawmirit.com

Saturday Oct 05, 2024

Doug Goldstein is the Director of Profile Investment Services, Ltd., where he specializes in helping cross-border investors manage their U.S. brokerage and IRA accounts. W
Some of the questions we will be discussing are:
What are some of the biggest financial mistakes you see people make as they approach retirement, and how can they avoid them?
How can elderly individuals best prepare for the unexpected, such as medical emergencies or sudden changes in living arrangements?
How can families living in Israel effectively manage and access money held in American accounts?
What strategies do you recommend for elderly individuals in Israel to ensure a smooth transfer of their U.S.-based assets to their heirs?
and more!
You are welcome to visit my website for more information www.lawmirit.com

Sunday Jul 21, 2024

Impatience, stress, sadness and grieving are just some of the feelings you may be feeling when your parent or loved one is ill with Dementia. The realization that they cannot communicate with you the same way as before and that you have lost that person or losing him slowly day by day, is hard to come to terms with. Join Rachel and I as we discuss these issues.
 
You are welcome to visit my website for more information www.lawmirit.com

Sunday Jul 21, 2024

Why do I need an estate plan? Join me as I break it down - from wills to navigating complex situations like second marriages. I discuss this with Aaron Katzman on his podcast, and share my expertise on navigating these tricky situations to help avoid potential pitfalls and family conflicts down the road. To learn more about protecting your legacy and loved ones, don't miss this informative discussion.
Aaron Katsman is President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem and has over 20 years of experience helping people open and manage their investment accounts.
 
You are welcome to visit my website www.lawmirit.com for more information on elderly issues.

Friday Jul 05, 2024

Today we are talking to Aaron Frolich, about Aliya and Financial Planning for 55+. Aaron is a Certified Financial Planner (CFP),  a Licensed Investment Advisor AND the Founder of Green Peak Advisors
Some of the questions we will address are:
What are some of the challenges ppl face when making Aliyah, from a financial perspective?
If someone’s retirement savings are in the US, how do they manage that in Israel, and what strategies should they be considering in order to minimize their tax liabilities?
What investment opportunities should one consider in Israel, if any?
How does insurance work in Israel? Why is it so important to understand the tools to mitigate ones risk?  Can someone maintain policies that they have in the US? Is that advisable?
What financial tips do you have to offer prospective Olim, prior to moving?
You are welcome to visit my website www.lawmirit.com for more information

Friday Jul 05, 2024

Rachel and I are excited to share with you our new 5 episode series called- "Caring for an Aging Parent"!
Our fourth episode is called-  What’s really behind Pain and Anxiety?
Hi, my name is Mirit Hoffman, I am an attorney and my main focus is estate planning and elder law and that means preparing wills, enduring power of attorney’s, trusts and advising on estate and tax issues relating to people who have dual US-IL citizenship.
Hi my name is Rachel Weinstein and I am a clinical social worker who has lived in Israel for almost 10 years. She earned her master’s degree from the University of Illinois, Jane Addams College of Social Work and worked with hospice, hospital and nursing home patients for over 20 years. She recently started a private practice in Beit Shemesh and specializes in working with those experiencing grief, loss, and Aliyah adjustment.
 
You are welcome to visit my website for more information www.lawmirit.com

Sunday Jun 02, 2024

Rachel and I are excited to share with you our new 5 episode series called- "Caring for an Aging Parent"!
Our third episode is called- " How and When to Advocate for Your Parents”.
Hi, my name is Mirit Hoffman, I am an attorney and my main focus is estate planning and elder law and that means preparing wills, enduring power of attorney’s, trusts and advising on estate and tax issues relating to people who have dual US-IL citizenship.
Hi my name is Rachel Weinstein and I am a clinical social worker who has lived in Israel for almost 10 years. She earned her master’s degree from the University of Illinois, Jane Addams College of Social Work and worked with hospice, hospital and nursing home patients for over 20 years. She recently started a private practice in Beit Shemesh and specializes in working with those experiencing grief, loss, and Aliyah adjustment.
 
You are welcome to visit my website for more information www.lawmirit.com

Tuesday May 14, 2024

Rachel and I are excited to share with you our new 5 episode series called- "Caring for an Aging Parent"!
Our second episode is called- " Is it a privilege, burden, or mitzvah to care for a parent; The beauty, the heartache, and their limits”.
Hi, my name is Mirit Hoffman, I am an attorney and my main focus is estate planning and elder law and that means preparing wills, enduring power of attorney’s, trusts and advising on estate and tax issues relating to people who have dual US-IL citizenship.
Hi my name is Rachel Weinstein and I am a clinical social worker who has lived in Israel for almost 10 years. She earned her master’s degree from the University of Illinois, Jane Addams College of Social Work and worked with hospice, hospital and nursing home patients for over 20 years. She recently started a private practice in Beit Shemesh and specializes in working with those experiencing grief, loss, and Aliyah adjustment.
 
You are welcome to visit my website for more information www.lawmirit.com

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