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Author Question: All of the following are correct regarding assets included for estate tax purposes, except (Read 90 times)

EY67

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Question 1

It is very important to engage in estate planning once the value of your estate nears


◦ $1,000,000.
◦ the legal limit for the maximum estate that can be passed down to your children.
◦ $5,400,000.
◦ $3,500,000.

Question 2

All of the following are correct regarding assets included for estate tax purposes, 
except


◦ stocks are included in the estate value.
◦ bonds are included in the estate value.
◦ municipal bonds are not included in the estate value since they are federal tax free.
◦ All of these are correct.


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Marked as best answer by EY67 on Apr 14, 2019

kalskdjl1212

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kalskdjl1212

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