Nardis Advisors

Nardis Advisors We are a fee-only, fiduciary advisor serving US expats, with a special focus on Israel.

We are a go-to solution for investors who want more
responsiveness, more communication and more accountability... and who may not be getting these important benefits.

08/31/2026

Made aliyah, or about to? Here's what could freeze your Israeli bank accounts, or leave no one in charge.

If something happens to you, whether it's a death in the family or a sudden incapacity, having the right paperwork in place makes all the difference.

✓ Bank directive: without it, a joint Israeli bank account can be frozen for up to four months after a spouse's death while probate is confirmed. This directive lets the surviving spouse keep access.
✓ Medical directive: not compulsory, but spells out your wishes (including organ donation) if something happens to you. Renew every 6 years.
✓ Durable power of attorney: kicks in if you become incapacitated while alive. Without one, a committee decides who steps in. With one, you choose in advance. Note that a U.S. POA doesn't automatically apply in Israel, so you'll need one valid here too.

We help clients manage this transition and coordinate the right paperwork with local professionals.

The age you claim Social Security isn't a small decision. Claiming at 70 instead of 62 could mean a 76% higher monthly b...
08/30/2026

The age you claim Social Security isn't a small decision. Claiming at 70 instead of 62 could mean a 76% higher monthly benefit, for life.

As Registered Social Security Analysts®, Norman and Mike can help you think through:

✓ Claiming age
✓ Spousal & survivor benefits
✓ Tax impact

Getting the timing right could mean tens of thousands of dollars over your lifetime. That's money that's yours to claim.

Let us know if you'd like to talk through your situation.

08/20/2026

The secret to trouble-free transfers to Israel

Israeli banks are strict about money coming in from overseas, a legacy of money laundering compliance issues tied to U.S. banks decades ago.

That means transfers can get flagged or delayed if the bank doesn't have context upfront.

One simple step helps avoid that: before you transfer funds, get a letter confirming your brokerage account and tax status, and bring it to the bank ahead of time.

It's a small step that can save you a real headache.

Reach out to us if you want help getting set up before your move.

08/18/2026

Moving to Israel? Your bank will surprise you.

A lot of Americans hit the same three culture shocks when it comes to Israeli banking:

• Monthly fees that don't go away, even with a healthy balance
• Bankers who don't always speak English
• Answers that take a few tries to actually get straight

It's not necessarily worse, just different from what you're used to. What's caught you off guard about banking here? Leave a comment below.

08/17/2026

Does your Israeli will cover your U.S. assets?

Not entirely, and the gaps can catch people by surprise.

Your Israeli will can cover Israeli property and U.S. brokerage accounts, but it won't cover trusts, IRAs, or 401(k)s. And a power of attorney doesn't cross borders, so you may need one in each country.

If you own property in the U.S., your situation may differ. Send us a message with your question and we'll help point you in the right direction.

08/11/2026

We're proud to be a Gold Sponsor at this year's AACI Conference.

Come find us at our booth, where we'll be sharing a few new offerings, and catch us on our panel discussing key financial issues, including access to your capital, a topic that matters more than ever right now.

Register here: https://lesleykaplan.com/jerusalem-business-conference-2026/

Lesley Kaplan-Build & Brand your Biz-LAK Creations & Consulting Nefesh B'Nefesh

08/06/2026

We're proud to be a Gold Sponsor at this year's AACI Conference.

Come find us at our booth, where we'll be sharing a few new offerings, and catch us on our panel discussing key financial issues, including access to your capital, a topic that matters more than ever right now.

Lesley Kaplan-Build & Brand your Biz-LAK Creations & Consulting Nefesh B'Nefesh

08/05/2026

US Expats: Can You Actually Access Your Money?

If you're living outside the US, don't assume your money is as accessible as it used to be.

Ask yourself these 3 questions:

• Do you have sufficient control and access to your capital and investments right now?
• If you became incapacitated, do you have the right powers of attorney in place, the kind that actually work once you've left the US?
• Is your estate planned properly so your heirs get what's theirs without unnecessary delays?

These aren't hypothetical. The minute you leave the US, all three get harder.

At Nardis Advisors, we specialize in exactly this: helping US expats stay in control of their money, no matter where life takes them.

Which of these three questions do you not have a confident answer to? Drop it in the comments.

07/20/2026

Did you know 8 major US banks and custodians may not keep your accounts if you move abroad?

JPMorgan Chase, Wells Fargo, Morgan Stanley, Merrill Lynch, UBS, Raymond James, Edward Jones, LPL . They can all drop you as a client.

For a number of years, many major US institutions have stopped holding brokerage and retirement accounts for people living overseas. If it's a standard brokerage account, that's usually just an inconvenience. But if it's an IRA, timing matters: funds sent to you by check generally need to be redeposited within 60 days, or they become taxable.

This can also come up when you inherit money from someone who passed away in the US, since the new account often can't stay with the original advisor either.

The fix is working with a custodian that accepts a foreign address and has experience with Americans abroad.

Ready to move your accounts to a custodian built for expats? Contact us to get started.

07/16/2026

"We can't keep your account."

That's what some Americans hear from their advisor after moving abroad. Many US institutions limit or stop holding assets for people living overseas, including inherited accounts.

Some custodians do work with expats. If you're facing this, it may be worth speaking with an advisor experienced in cross-border accounts.

Address

2 Overhill Road
Scarsdale, NY
10583

Telephone

+19149970403

Website

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