Financially Ever After Widowhood

Hidden Money Sources with David Silversmith

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What if you could uncover free money that is rightfully yours? In this episode of Financially Ever After, host Stacy Francis unveils the hidden world of unclaimed funds with guest David Silversmith, a CPA and certified financial planner at Eisner Advisory Group, LLC. They discuss the staggering amount of unclaimed funds available, how they can accumulate from various sources like uncashed checks and dividends, and the importance of checking for unclaimed funds regularly. David sheds light on how to claim your rightful funds and avoid falling into common traps.

  • There are over $18 billion dollars in unclaimed funds. Discover how to locate yours and those left behind by deceased loved ones.
  • Learn the importance of tax planning and estate management, especially for widows and widowers, from a certified financial planner and CPA.
  • Find out how to easily access unclaimed funds in states like New York and the potential challenges in states like New Jersey.
  • Learn how to file claims for deceased loved ones, including the required documentation, such as death certificates and letters of testamentary.
  • Avoid common pitfalls when claiming unclaimed funds, such as paying unnecessary fees for services that can be accessed for free.
  • Explore the range of financial advisory services offered by experts like David Silversmith, including tax planning, audits, and estate management.

    • Resources

    David Silversmith | LinkedIn

    Eisner Advisory Group LLC – David R. Silversmith

    Stacy Francis | LinkedIn | X(Twitter)

    Email: [email protected]

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    Financially Ever After WidowhoodBy Stacy Francis
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