The Eagle’s Nest Webcast: Learn How to Search for and Claim Your Share of Billions in Unclaimed Assets

In this week's episode of the Eagle's Nest Webcast: Taylor Leary, Keith Weinman, and Kelly St. George discuss unclaimed assets and how to search for and claim assets.

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Taylor Leary

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Keith Weinman

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Kelly St. George

There are tens of billions of unclaimed assets in the U.S. today and that number is growing.

Assets include unclaimed checks, settlements, tax refunds, stocks, and insurance claims just to mention a few.

This week on the Eagle’s Nest webcast series, we explore how to search for claims you or your family may be entitled to, the importance of searching beyond your immediate family and location, as well as some of the challenges in claiming the escheated assets.  In addition, we will cover how technology and legacy planning can assist you in ensuring that your assets do not go unclaimed in the future.

 

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