Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
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Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Posts tagged Personal Investment Accounts
Q&A with David Edwards: Does the Patriot Act require that personal investment accounts need to be disclosed before inheriting brokerage accounts?
Q&A with David Edwards: Does the Patriot Act require that personal investment accounts need to be disclosed before inheriting brokerage accounts?

Question: My mom recently passed away. She left myself and my siblings equal distributions from her brokerage accounts. Her financial advisor wants each of us to provide a detailed accounting of our current, personal investment accounts. He cites the need to comply with the Patriot Act. Does the Patriot Act require this?

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Good to Know, Tax and Estate PlanningDavid EdwardsPatriot Act, Personal Investment Accounts, Investopedia, David Edwards, Q&A with David EdwardsComment