We work hard to build wealth for their families but often forget or neglect to share crucial financial details. When something unexpected happens, our loved ones may miss inheriting certain assets without the necessary information.
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Most common types of abandoned property are bank and stock accounts, lost pensions and unclaimed insurance policies. lnkd.in/g-ce6rv8
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Unclaimed property is a significant global issue, with $77 billion in the U.S. alone and more added each year. Traditional tools like Trusts, Wills, or homemade asset documents often fall short.
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