Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Knowing your risks is essential when making investment decisions and exit decisions.