BOS Perspectives

How to Safeguard Essential Documents and Precious Possessions


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The current coronavirus pandemic and recent California wildfires remind us of the uncertainty of life and the need to be prepared for unforeseen predicaments. Take advantage of extra time at home these days to take inventory of where your legal documents and other important records and certificates are being stored and whether changes in your storage and organizational systems are needed. Let’s walk through the best places to store original legal documents, health and medical information, official records, certificates, financial data, personal information, physical items, digital data, and passwords. 

For important disclosures, please see bosinvest.com/disclosures.

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BOS PerspectivesBy B|O|S