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Author: ptheland Big gold star, 5000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 4285  
Subject: Re: POD vs Joint Owner WROS Date: 9/5/2012 8:41 PM
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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.

--Peter

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