Learn Which Assets Must Be Included in Your Estate Plan

Most people don’t know which assets they need to include in their estate plan, and which ones the government will include (whether you plan for it or not) when calculating the value of your estate for tax purposes. When we help our clients identify which of their belongings to include, we most often find that they way underestimate the value of their assets and “stuff.”

In this short video, Larry Parman discusses the items to include in your estate plan, including the obvious and not-so-obvious ones, and the frequently overlooked wildcard. He also shows how “thinking like the government” will help you avoid the most common problems.