Finishing Up Spring Cleaning? What Documents to Keep and What to Toss

Have you been staring at that stack of documents in your house? You probably want to shred everything, but are worried you might need to retrieve those files again. No need to worry! Here is our list of documents to retain and documents to you can safely destroy.

Here is what you should keep:

· All Asset Purchase documents (Real Estate, Vehicles) for assets that you currently own or have owned at any time since 11/1/2008

· All Birth Certificates, social security cards, passports

· All Promissory Notes and Credit Documents for loans that you are still paying on.

· Wills, Trusts, Health Directive Statements

· All Powers of Attorney issued now or in the past to you or by you

· Marriage Certificate

· Death Certificates

· Stock Certificates

· Savings Bonds

· All Gift Tax Returns ever filed

· All Brokerage account statements from 1/1/2008 to current

· All Bank Statements from 1/1/2008-current

· All Credit Card Statements from 1/1/2008-current

· Retirement Plan Documents

Here is what you should toss:

· All income tax returns, bank statements and brokerage/retirement account statements from 12/31/07 and prior

· All receipts and paid bills from 12/31/07 prior

Please be sure to contact our office if you have any specific questions!