Once you receive an inheritance or unclaimed funds, you’re probably wondering if you need to share anything with the IRS? There are two excellent websites we recommend simply because our partners are affiliated with them – we always advise our clients to research the tax consequences and how to best structure your taxes before accepting your inheritance. It’s an extra step but it could mean the difference between a large tax bill to the IRS versus maximizing what the tax law

Unclaimed money is money in some type of account which becomes classified as an inactive account such as a redeemable savings bond and...

The initial steps locating missing heirs and beneficiaries requires extensive knowledge of the various methods to gather information and...