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Most people I know have years of old papers tucked away in filing cabinets, piled up on desks, or stored in the infamous “To Be Filed” folder. In the world of estate planning, these troves of documents are often left for heirs to sort through after a loved one’s passing. A big reason for this is that we don’t know what records to keep or for how long.
Here’s a list of the types of documents you should hang on to and the amount of time to keep these records.
Keep indefinitely in a safe place (such as a fireproof box or safe)