Important Documents Series Part 1: What Should You Keep for Estate Planning Purposes?
Neel Shah, Esq. CFP® CEPA®
![Neel Shah, Esq. CFP® CEPA®]()
Neel Shah, Esq. CFP® CEPA®
Integrated Wealth Management (Financial, Tax, Investment, Estate & Business Planning)
Many people worry about having the appropriate documents on hand. In this four-part series, we’ll explore the various issues associated with keeping documents so that you know exactly what to hold on hand for the long term and what can be disposed of in a safe manner after an appropriate period of time. Certain documents should only be kept for three months or less.