Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.