When we refer to your “estate”,  we mean all of the assets you own (or own a partial interest in).  These assets include:

  • Real estate
  • Cash on hand or on deposit in banks
  • Stocks, bonds, mutual funds, and other securities
  • Business interests
  • Motor vehicles
  • Tangible personal property like the contents of your home and your clothing, jewelry and other personal effects
  • Life insurance and annuities
  • Retirement plans like traditional IRAs, Roth IRAs, 401k, 403b, Keogh and other qualified (tax deferred) accounts
  • Digital assets (online accounts and login information)
  • Cryptocurrency