Tuesday, September 2, 2008

What to keep and where to keep it

These items should be kept in a safe deposit box:

Marriage, birth and death certificates
Divorce, separation and adoption papers
Citizenship & naturalization papers
Passports
Stock & bond certificates; trust agreements
Will

Other possible safe deposit contents
Contracts - Keep for seven years
IRA records - keep for three years after the account is closed
Mortgage & loan papers - keep for three years after being paid
Vehicle title - keep while you own the vehicle

In a home filing cabinet:
Employment records
Home and property inventory
Home sale & improvement records
Children's educational records
Insurance papers
Medical records
Owners manuals and guarantees
Tax Records

Check with your attorney or accountants for other records you may need to keep.

I hope this is helpful. Sheree`

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