A client of mine recently discovered 44,000 shares of stock her late husband purchased years ago. While she’s grateful to have found them, she’s left wondering:
➡️ Why didn’t she know about these shares?
➡️ Why were the records so hard to find?
➡️ How many other people are in the same situation?
If you own stock or other assets your spouse may not know about, that’s okay—but let’s make sure they can easily find this information if something happens to you.
If you’d like help getting started, I’m here to guide you.