By Tom Cock

As published in Horizon Air Magazine

A financial adviser I know told me she was once on her knees rooting through a file cabinet of records at the home of an elderly client when she came upon some old mutual-fund statements.
“Do you still own these funds?” she asked her client and his wife.
“I’m not sure,” said the man. “We’ll have to call and find out.”
It turned out they did own the funds, which were in a couple of
long-forgotten accounts worth about $300,000.That was a lucky break for the couple. Unfortunately, some people never get their finances in order well enough to ensure that they always know what they own and that their heirs will find those assets.

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