Welcome back to another episode of MOJO: The Meaning of Life and Business.
Today we have a fascinating guest joining us, Michael Zwick, an inheritance investigator. We're diving deep into the world of unclaimed assets, as Michael shares his expertise and insights on a topic that affects millions of people worldwide.
Ever wondered what happens to your money if you give up on finding a solution? Or how credible it is to be informed that you've found your long-lost inheritance?
In this episode, we unravel the mysteries surrounding unclaimed assets, and how individuals like Michael help reunite people with what is rightfully theirs. From forgotten bank accounts to hidden securities, we explore the complex process of locating and claiming these unclaimed funds.
Stay tuned as we uncover the hidden treasures and take a closer look at the world of an inheritance investigator. You won't want to miss this intriguing episode of MOJO.
About my guest:
Michael Zwick started his professional life as an attorney before becoming a licensed private investigator. He is not, however, your typical PI. Instead of trailing cheating husbands at 2:00 am. Michael looks for missing heirs and inheritance assets. In his spare time, Michael enjoys spending time with his wife and three kids.
Connect with Michael on Facebook, LinkedIn, and on the web at
https://assets-international.com/
Keywords: unclaimed funds, solving problems, missing assets, asset locator, private investigator, unclaimed property, estate planning, estate attorney, heirs, probate, documentation, unclaimed money, forgotten money, dormant funds, unclaimed checks, unclaimed securities, unclaimed savings bonds, unclaimed bank accounts, unclaimed insurance policies, unclaimed stocks, unclaimed inheritances, estate executor, lost information, asset recovery, personal records, hoarders, tax returns, state office, Warren Buffett, Tom Osborne, automated systems
A. Importance of finding and understanding our assets
B. Guest introduction: Michael Zwick
II. The Challenges of Executors
A. Executors' responsibilities and struggles
B. Difficulty in locating assets
C. Unclaimed funds that states can keep
III. The Scope of Unclaimed Assets
A. Estimated $75 billion in unclaimed assets among 50 states
B. Government treasuries holding billions of dollars
C. Lack of active efforts to reunite people with their assets
IV. Finding and Claiming Unclaimed Property
A. Searching state websites for unclaimed property
B. Importance of searching each state where one has lived
C. Michael's business in finding and recovering unclaimed property
V. Michael's Approach and Limitations
A. Prioritizing finding the money versus locating the owners
B. Working on a contingency basis
C. Being selective in cases to focus on profitable recoveries
VI. The Future and Impact of Michael's Work
A. Growing business and partnerships
B. Desire to work with more estate attorneys
VII. Personal Motivations and Satisfaction
A. Jennifer's daily motivation and pleasure in running an enterprise
B. The fulfillment of being the "good guys" with big checks
C. Hearing stories of how the recovered funds have been used
VIII. The Importance of Asset Awareness and Estate Planning
A. Paying attention to assets during estate planning
B. Creating a comprehensive written plan with important information
C. Having someone who can access your information in an emergency
IX. The Role of Michael Zweck in Recovering Lost Assets
A. Recovering lost information and assets for individuals
B. The importance of having someone to access your information
C. Hiring a professional depending on the case
X. Examples of Successful Asset Recovery
A. Case example of $1,000,000 inheritance recovered for a cousin
B. The process and documentation needed to confirm identity
C. Appreciation for hoarders and their potential for having necessary records
