G
PRST STD US POSTAGE PAID BOISE, ID PERMIT 411
1315 Jamestown Rd. Suite 102 Williamsburg, VA 23185
GILLETTE LAW GROUP, PLLC
Call Now! 757-220-4529 GilletteLawGroup.com
INSIDE this issue
Join Us for Country for Kids 2018 page 3 Lauren’s Buffalo Chicken Dip page 3 Finding Your Unclaimed Wealth page 4
‘Only Love Can Do That’ page 1
The Resolution That Leads to Better
Grades page 2
Tax Exemption for Disabled Veterans page 2
LONG-LOST FUNDS AND WHERE TO FIND THEM
Life happens. You move, get married, retire, and maybe forget to file a tax return here or there. With all the hustle and bustle we go through, it can be tough for our hard-earned money to keep up. If you’re not careful, significant sums can slip through the cracks. Your money could be sitting in an old bank account, a matured bond, or an uncashed paycheck, completely unbeknownst to you. How do you find this lost wealth? First, act quickly. While the time frame varies by state, all unclaimed wealth is turned over to state treasuries eventually. The same is true of refunds. Those who failed to file have three years to claim their money before it goes to the federal government. If you suspect you have unclaimed funds, there are fast and effective tools for tracking it down. While there are companies that offer wealth tracking services, these can be expensive. Thankfully, the modern age is full of free tools to help you find your missing funds. Websites like CreditKarma.com and MissingMoney.com allow you to easily search your state’s database for unclaimed fund reports that match your profile. Many states also
have their own websites for unclaimed property. (In Virginia, visit: vamoneysearch.org and in North Carolina: NCCash.com .)
There are also websites for tracking down money the federal government owes you. Maybe you have bonds that have matured or an unclaimed tax return. For series E or EE bonds, visit TreasuryHunt. gov. For tracking refunds, use the “Where’s My Refund?” tool on the official IRS website, irs.gov , after you file your return. The best way to keep track of funds is to never lose them in the first place. Keep records of your financial accounts. If your name or address changes, be sure to notify your financial institutions and employer. That said, life is life. Mistakes happen. Funds get misplaced. But you don’t have to write off that wealth forever. You can find and claim
those funds and put them to work for you.
P.S. After I wrote this article, I followed my own advice and discovered three sources of cash!
4 | GilletteLawGroup.com
Published by The Newsletter Pro • www.NewsletterPro.com
Made with FlippingBook - Online magazine maker