Cleveland Office

1 Bratenahl Place

Suite 1301

Cleveland, OH 44108

Florida Office

1116 NE 16 Court

Fort Lauderdale, FL 33305

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.