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Regarding the 2 ways of titling a taxable brokerage account listed above, how is the balance accounted for regarding computing federal estate tax in each circumstance upon death of the "primary"?

Ask your estate planning attorney. You don't want to do this stuff without professional advice. If you want citations, a competent attorney should be happy to provide them.


PS - I'm pretty sure both are 100% included in the estate.
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