Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day

Did you know there’s around $60 BILLION in unclaimed property sitting with state governments right now?

Yep, $60 billion—just hanging out, waiting for someone to claim it. As we gear up for National Unclaimed Property Day on February 1st, let me remind you: proper estate planning can ensure your assets never end up in that pile of forgotten funds.

Let’s make sure your legacy goes exactly where you want it—not into the state’s pocket. Read more now.

Estate PlanningErica EndykeJanuary 28, 2025unclaimedproperty, propertymanagement, assets management, estateplanning, estateplanningtips, estateplan, estate planning tips

Estate Planning Before You Travel: Why It's Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids, or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan. While it may not sound like the most thrilling way to spend a day, here are some reasons why you need to think about your estate plans before you travel.