13 min

How Long Do I Need To Keep Documents, And Why? Who Needs To Have Access To Them‪?‬ The Life Planning Show

    • Investing

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 TalkToFEG@yourlifeafterwork.com

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 TalkToFEG@yourlifeafterwork.com

13 min