Rubin Legacy Financial

Legacy & Estate Planning

 

Your legacy is more than just the assets you leave behind — it’s the values, security, and care you provide for the people and causes that matter most.

At Rubin Legacy Financial, we help you create a thoughtful, customized plan to ensure your wealth is protected, your wishes are honored, and your loved ones are supported — across generations and borders.

Legacy planning can feel overwhelming, especially when it involves multiple countries, legal systems, and family dynamics. We guide you through it with clarity and compassion, helping you make decisions about wills, trusts, inheritance, gifting strategies, and cross-border estate taxes. For dual U.S.-Israeli citizens in particular, we help you avoid pitfalls and structure things the right way — so you can feel confident everything is being handled properly.

Our approach is personal and precise. We take the time to understand your family structure, your values, and your vision for the future. Whether you’re planning for your children, supporting aging parents, or giving to charity, we work with you to create a legacy plan that reflects what matters most to you — while minimizing tax burdens and legal complications.

Your legacy deserves more than a template. It deserves care, clarity, and a strategy you can trust.

What Can We Do for You?

You might be wondering what financial planning really means in practice. Here are the key areas we work on — all tailored to your needs.*

Good planning starts with understanding your numbers. We’ll help you get organized, track spending and savings, and align your income and expenses with your short- and long-term goals.

Whether you’re navigating RSUs, ESPPs or Stock Options, we’ll help you make informed decisions — balancing tax efficiency, diversification, and long-term growth to turn your hard work into lasting wealth.

Planning for retirement isn’t just about saving — it’s about knowing how much you’ll need, when to draw from each account, and how to manage risk and taxes over time. We help you model different retirement paths and create a strategy that supports the life you want to live.
Managing finances as a U.S.-Israel dual citizen comes with complexity — but it doesn’t have to be overwhelming. We bring together your Israeli and U.S. financial lives into one integrated plan that respects both systems and helps you stay compliant.
Your financial plan should reflect the life you want to build — whether that means buying a home, traveling more, or achieving financial independence. We help you define and fund your goals with confidence and intention.
Renouncing U.S. citizenship or green card status comes with complex financial and tax consequences — including the potential for an exit tax. We help you understand the rules, plan proactively, and minimize tax exposure so you can move forward with clarity and control.

Clarity Begins with a Conversation

Reach out today — I’ll walk you through the next steps, answer your questions, and help you move forward with confidence.
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