Tuesday, July 21, 2015

Even Tom Brokaw Doesn't Know What's in His Estate Plan...

Savings Bonds - How These Often-Overlooked Investments Could Be Quite Valuable

Over $9 billion worth of savings bonds and $200 million in registered Treasury securities haven’t been cashed in by the owners, according to treasurydirect.com. Why is so much money simply in limbo? Well, many clients who purchased savings bonds decades ago, may have even forgotten that they purchased the bonds, or they received them as a gift from a relative and may have the bonds stashed away in a random cabinet or closet.

To learn more, check out my blog:
https://insightlaw.net/bobbys-blog/savings-bonds-a-hidden-gem-in-your-estate