What Is Included In My Estate For Tax Purposes?

Video Transcription:

Every asset that you owned as of your date of death is included in your estate for estate tax purposes. What people sometimes fail to realize is the actual death benefit of their life insurance policies are included in their estate for estate tax purposes as well as IRAs, 401(k)’s, SEP-IRAs. Any defined benefit plans are also included in the total tally for estate tax purposes. Have more questions? Then contact us today to schedule a free consultation! Doane & DoaneTop rated Tax & Estate Planning Attorneys