When Gregory’s mother passed away in 2018, he believed the family’s estate affairs had been handled. As far as Gregory knew, everything that needed to be found, accounted for, and settled had been taken care of. But there was an asset his family didn’t know existed. His mother had funds connected to the Oppenheimer Capital …
Read more “Gregory’s Story — He Thought His Mother’s Estate Was Settled”
More than 20 years ago, Melvin’s father passed away and had named Melvin as the beneficiary of a life insurance policy. After his father’s death, Melvin remembers receiving mail from the insurance company. But at the time, he and his mother didn’t realize how important those documents might become. Eventually, the paperwork was thrown away. …
Read more “Forgotten Life Insurance Policy | Melvin’s Story”
Sometimes a family knows that money was left behind. They just don’t know where to find it. Garrett’s grandfather used a Uniform Gifts to Minors Act (UGMA) custodial account to establish an investment portfolio for his grandchildren. After his grandfather passed away, the family remembered hearing that money had been set aside for the grandchildren. …
Evelyn’s Story How an Incomplete Financial Transaction Can Become a Forgotten Asset Every forgotten asset has a story. Evelyn Mae Carter Bennett lived a long life and was surrounded by family and loved ones. After her passing, financial assets connected to her surfaced that her family had no reason to know existed. The family wasn’t …