Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Sunday, September 23, 2012
Unclaimed Inheritances
Kudos to Cleveland's Plain Dealer for setting up a searchable database of unclaimed inheritances in Cuyahoga County. Wealth managers in other areas where such data are hard to access might burnish their brand by sponsoring similar sites..
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