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montgomery county pa probate lawyer

Inheritance Tax Waiver on Investment Account

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When someone dies owning an investment account in Pennsylvania, transferring stocks, bonds, brokerage accounts, or other securities to beneficiaries may involve an additional Pennsylvania inheritance tax reporting requirement. Depending on the account and circumstances, the financial institution may require proof that Pennsylvania’s requirements have been satisfied before transferring the assets. This issue commonly …

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Inherited Roth IRA Distribution Rules

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As a result of the more lenient Roth conversion rules, we have been reviewing the federal estate tax, income tax and distribution issues relating to Roth IRA conversions with clients. I thought this article provided a nice synopsis of the distribution rules facing beneficiaries of a Roth IRA. Here is another article with some …

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