How Long Do I Need To Keep Documents And Why? Who Needs To Have Access To Them?

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Consider This Program with Joe Clark, CFP and Jamie Burton.
In this segment we will cover:

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.

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