Problems with Beneficiary Designations Part 2

Q. Last week, you wrote about why inheritance sometimes goes unclaimed, and how it’s a lot less likely when you have a trust in place. I read something about the downsides of beneficiary designations naming individuals and how … [Read more...]

There’s $100 Billion of Unclaimed Property — How to Claim Your Share: Problems with Beneficiary Designations Part 1

Q. I read somewhere that there is over $100 billion of unclaimed property. How is this possible? How is it that so much property goes unclaimed? Is there a way that I can check to see if any of that belongs to me? And how can I … [Read more...]

Thank you for your upload