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7 Places Money Goes Missing After a Loved One Passes Away
This video guides viewers through the essential steps to identify and claim assets that often go unclaimed after a loved one passes away. Benjamin Adams outlines seven key places to search, including insurance databases, government agencies, and employer pension plans.
By American Money 101
Key Takeaways
- •Utilize the NAIC Life Insurance Policy Locator to find lost policies.
- •Search state unclaimed property databases for forgotten financial assets.
- •Verify potential Social Security and VA survivor benefits for military and government-eligible families.
- •Contact former employers to inquire about forgotten 401(k) accounts or pension distributions.
- •Review final tax returns for potential IRS refunds due to the estate.
Why It Matters
Millions of dollars in earned benefits go unclaimed every year because families are unaware of where to look during the grieving process. Following these steps ensures that a loved one's legacy is fully protected and properly transferred to the intended beneficiaries.