EPISODE · Oct 20, 2019 · 10 MIN
Keeping Original Documents – What You Need to Keep
from Elder Law Issues
In this online, digital age, do you still need to keep original documents in a secure place? Yes — though (at least in Arizona) loss of some originals — especially your trust and powers of attorney — may not be a huge problem. Join us for a discussion about which original estate planning documents you need to keep on hand. We also talk about what it means to keep them safe — should you have a safe deposit box, a fireproof safe, or some other arrangement? We’ll give you some ideas about how to keep you documents safe and available. We’ll also give you some information about bad choices you might make.
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Keeping Original Documents – What You Need to Keep
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