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Document Retention Archives

Estate Planning written on a notebook by a pen and a house

The Importance of Equitable Estate Planning

Confused about how your estate planning documents should be drafted so that you have an equitable division of your assets? This article provides some insights.

what to keep? shredded paper with "confidential"

What Documents Should You Keep for the IRS?

As you were gathering your records to prepare your 2017 taxes, you may have wondered exactly what you need to keep and for how long. This article provides some guidance.

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