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Plan Well, Retire Well

Saving and investing your money

Protect Your Loved One's Identity after Death

In Loved One's Documents Go Missing and Others Materialize Karen wrote about the challenges of tracking down documents after her father died. Sometimes when a close relativ

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Kathy & Karen, Thanks for this, AGAIN. After 10 years I was contacted by an estranged relative to collect on some obscure stock holding for a purported purpose. CAUTION TO ALL, anyone can say anything about an asset & purported use of it to get control of it. This reminder to follow up with credit agencies databases & to not pay anyone to obtain financial or other assets for you that are out there! FYI the stock transfer agents have been consolidating and are a huge help & resource for "unknown and lost" stock and other investment holdings. The IRS has an entire division handling estates and is a informed aid to these matters, especially when there is a dispute among heirs, etc. (they were for me). Don't forget the regulators of financial instruments, SIPC, SEC, etc. Keep up the excellent work! You all merit a trophy for your award winning work. VK
by V. Kash on Sunday 6/9/2013

Thanks for sharing, VK. And we appreciate your kind words.
by Karen Chan on Thursday 6/13/2013