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Need to Know Blog

The State Might Be Holding Your Money Right Now

Posted by Jacquelyn Roys Clifton | Aug 07, 2026 | 0 Comments

Did you know that 1 in 7 Americans has unclaimed property sitting with a state government? Billions of dollars, just waiting. And most people have no idea. This isn't about abandoned houses or storage units full of old furniture. It's ordinary stuff — a forgotten bank account, an uncashed refund...

A Tale of Two $150,000 Inheritances

Posted by Jacquelyn Roys Clifton | Jul 18, 2026 | 0 Comments

When it comes to leaving money to the next generation, how you leave it can be just as important as how much you leave. Consider two families who each wanted to pass down $150,000 to their child. One family had a thoughtful estate plan in place. The other did not. The result? Two very different o...

3 Reasons We Run From Estate Planning

Posted by Jacquelyn Roys Clifton | Jul 16, 2026 | 0 Comments

For many people, estate planning feels as appealing as a root canal. But everyone wants to ensure their loved ones are cared for and their assets to the right people. Whether you're leaving $10 or $10 million, married or single, with kids or without, estate planning helps make it happen. Don't l...

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