Older Adults & Families · Lesson 11
Tax, Estate, Inheritance and Unclaimed-Asset Scams
Do not send money to unlock an unexpected fortune. Verify claims through independent official or professional channels.
- Scammers may claim you owe taxes, are receiving a refund, are under investigation, inherited money, won a prize or have unclaimed assets.
- They may demand legal fees, taxes, processing fees or bank information before releasing funds.
Do not send money to unlock an unexpected fortune. Verify claims through independent official or professional channels.
This is Lesson 11 of the Financial Scams Education Series (Older Adults & Families). Continue with Life Insurance, Annuity and Complex Financial-Product Scams.
This article is for educational purposes and is not legal, tax, insurance, cybersecurity, or law-enforcement advice. Scam tactics change. If you think you have been scammed, contact your financial institution immediately and consider reporting to appropriate authorities. Su Bella Vida is not a bank, broker, CPA, or law firm. Read our terms & disclaimer.