Do you know where your money is?
Not all of us do, otherwise the BOC would not be caretaking nearly One Billion Dollars in orphaned accounts.
Yes, many of those accounts are for deceased people, but not always for the deceased with zero heirs.
Do you have a plan?
A detailed org chart?
Is it all in your head?
Is it down on paper?
Does anyone else have a copy?
Tune in for some thought starters on planning!
