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How Long Do I Need To Keep Documents, And Why? Who Needs To Have Access To Them?
Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
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By Joe Clark
5
11 ratings
Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
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