Capital Gains Tax When Selling an Inherited Apartment with Building Rights
Capital gains tax on the sale of an inherited apartment with building rights requires careful review of the inheritance exemption, the apartment’s value without the rights, and the tax planning needed before signing a sale agreement.
Transfer of an Apartment Without Consideration Between Relatives
Transferring an apartment between relatives without consideration requires tax, registration and family-consent checks. Here is how to avoid costly mistakes and handle the process correctly.
Elder Law Attorney – When You Need One and Why
An elder law attorney can help protect assets, prepare an enduring power of attorney, draft wills and handle real estate decisions in a way that prevents mistakes and protects the family.
A Senior Housing Contract – What Must Be Checked
A Senior Housing Contract before signing helps identify problematic clauses, understand future costs, and protect the resident’s rights and financial security.
Deposit Erosion in Assisted Living – What to Check
Deposit erosion in assisted living directly affects the amount that will remain for the family. Here is how to review the erosion mechanism, risks, and key contractual clauses.
Assisted Living Entry Agreement – What to Check
An assisted living entry agreement affects residence, payments, refunds, services, medical changes, and family planning. These are the main points to check before signing.
Common Mistakes in Family Wealth Management – and How to Avoid Them
Family wealth management in Israel rests on a delicate legal mix: inheritance law, marital property laws, legal capacity and guardianship (including enduring powers of attorney), corporate law, real estate taxation, and trusts. When details are overlooked, the price can be high. Below is a classic “minefield map,” together with the safest way to avoid each […]
Inheritance by Law vs. a Will: What Really Happens When You Don’t Decide — and Is It Worth It for Your Family?
You’ve planned everything: the mortgage, the investments, the insurance. But there’s one thing most people postpone — writing a will. “We’ll figure it out,” “We’re all family,” “It’s too early.” Until the day comes when the law decides for you. This guide focuses on: the difference between succession without a will and directions made in […]
Real Estate Tax Planning in Intergenerational Transfer of Property: How to Save Taxes Smartly
Families in Israel who own significant real estate assets — residential apartments, commercial properties, plots of land, or income-producing real estate — face complex legal and tax challenges when transferring these assets to the next generation. Early and precise real estate tax planning can save hundreds of thousands of shekels (and often much more), ensuring […]
Prenuptial Agreements as Part of Holistic Family Wealth Planning
Effective family wealth management involves more than drafting wills or setting up intergenerational transfer mechanisms. As part of a comprehensive and holistic family wealth plan, one additional legal tool plays a vital role — the prenuptial agreement. This guide focuses on: the place of a prenuptial agreement within broader family wealth planning, not only a […]