Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so that they can be accessed quickly in the event of a sudden problem, or in the event that your financial power of attorney agent needs to step in and make critical administrative or financial decisions on your behalf. 
These documents can be disposed of safely such as using a shredding service after a one-year period. These include:
February 6, 2018 |
Some documents need to be kept longer than the three-month period as discussed in yesterday’s blog. These should be stored in a safe location so ...
Learn MoreFebruary 1, 2018 |
Do you think you don’t need estate planning? Perhaps you did estate planning in the past, but you think that new high estate tax exemptions ...
Learn MoreJanuary 22, 2018 |
Consider that by the time you are reading this article, some people who have already articulated their new year’s resolutions, may have broken them. Whether ...
Learn MoreJanuary 9, 2018 |
The deaths of icons Whitney Houston, Michael Jackson and Prince rocked the world, but unfortunately, left their families burdened and broken-hearted with estate taxes ...
Learn MoreDecember 12, 2017 |
Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...
Learn MoreDecember 7, 2017 |
Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...
Learn MoreNovember 28, 2017 |
One common question that people present to their estate planning attorney is whether or not they can revoke or change the transfer on death deed ...
Learn MoreNovember 13, 2017 |
The concept of digital estate planning is becoming more popular in recent years because of the surge of online accounts and online assets that people ...
Learn MoreNovember 9, 2017 |
It is never easy to find yourself contemplating your own mortality. However, it can be made much easier by considering how failing to plan could ...
Learn MoreOctober 30, 2017 |
Estate planning goes beyond just planning for taxes; you need to have specific goals for your estate plan, such as whether or not you want ...
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