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
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