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Johnson Gasink & Baxter, LLP Legal Blog

Monday, May 07, 2012

Can I shred my old financial papers?

Now that 2011 taxes are done, what should we do with the piles of paper left over?

Kiplingers has a helpful article on how long we should hold on to various financial papers:

http://finance.yahoo.com/news/long-keep-tax-records-080000094.html

P.S.- Toss your old (revoked and replaced) Wills and Powers of Attorney as well. Avoid having your family confused by finding both current and old documents!

- Dan

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Estate Planning Remains a Moving Target Under the New Tax Law

He Left a Fortune, to No One

Jeremy C. Johnson Elected President of the Virginia Peninsula Estate Planning Council

Jeremy C. Johnson participates in LEAVE A LEGACY MONTH

JGB Partners named 'Rising Stars' in the 2013 Super Lawyers Magazine

Stacey-Rae Simcox recognized in the "Virginia Lawyer" MAGAZINE, April 2013 issue.

Gun Trusts

Court voids prenup wife signed days before wedding millionaire

Tax Reform on the horizon?

Memory loss can put retirement savings at risk

Blog Links

Archived Posts

2013

May

Estate Planning Remains a Moving Target Under the New Tax Law
He Left a Fortune, to No One
Jeremy C. Johnson Elected President of the Virginia Peninsula Estate Planning Council
Jeremy C. Johnson participates in LEAVE A LEGACY MONTH

April

JGB Partners named 'Rising Stars' in the 2013 Super Lawyers Magazine
Stacey-Rae Simcox recognized in the "Virginia Lawyer" MAGAZINE, April 2013 issue.

March

Gun Trusts
Court voids prenup wife signed days before wedding millionaire
Tax Reform on the horizon?
Memory loss can put retirement savings at risk

February

White House releases state-by-state breakdown of sequester’s effects
Restricting Access to the Aid & Attendance Benefit:
If You Can't Bend the Rules, Then Change Them: A story of JGB's recent legislative victory!
Enter The Queue Quickly: Long wait times to process claims at the VA mean it is important to put your claim in as soon as possible
5 Estate-Planning Tasks That You Shouldn't Put Off

January

Get ahead of your estate planning
Changes in the Tax Code - It ain’t over till it’s over…
Welcome Attorney Stacey-Rae Simcox!

2012

December

Estate Planning Traps Created By the Past Recession and How to Solve Them
What is a CHARITABLE REMAINDER ANNUITY TRUST (CRAT)?
Your Will doesn’t Control Your Life Insurance
Superstorm showed need for estate planning for pets
It’s the last Will that counts!

November

Upcoming Changes for VA Aid and Attendance?
Thank you for your service!
For Redskins Fans
Jeremy C. Johnson to speak for SCORE

October

Business Owners: Have You Planned Your Exit?
Should I review my estate plan with my children?
Choosing the right financial advisers

September

Dan Gasink Teaching for NBI!
Younger people expect inheritance that won't exist
Guide for using trusts in your estate plan

August

2012 Red, White & Blue 5K!
Can't I just get a Will on the Internet?

July

Corporate Trustee vs. Family Member as Trustee
A Look Inside the Estate Planning Industry
Couples Can Boost Their Social Security Checks
Planning for Disability

June

Your Rich Parents May Give Your Inheritance to Charity
Joining Church and Estate
Digital Afterlife: What happens to your online accounts when you die?

May

Half of Americans With Kids Set to Die Without a Will
Updating your estate plan after an inheritance
What do I do with the Family Vineyard in the back Yard?
Can I shred my old financial papers?
Jeremy C. Johnson elected 1st Vice President of the Virginia Peninsula Estate Planning Council for 2012-2013
Discovering The True Cost Of At-Home Caregiving

April

Who should I choose as my Trustee?
Pocket Deeds

March

Ashes to ashes...
Why Most Families Lose Their Wealth by the Third Generation

February

Aging Parents
Virginia Peninsula Estate Planning Council
JGB acquires Williamsburg Estate Planning
Estate Planning Today!

January

Where not to die in 2012
Alzheimer's and the family
Estate Tax in the News
Putting Your Ducks In A Row
Start 2012 Right!

2011

December

Italian Woman’s Cat inherits it all
Virginia Living Will Registry is now live!
Asset protection through TENANCY BY THE ENTIRETY

November

Just give it all to charity!
The Debt ‘Supercommittee’ Failed: What This Means For The Future of the Estate Tax
VIRGINIA TRANSFER ON DEATH DEEDS

The Attorneys of Johnson, Gasink & Baxter, LLP assist clients throughout Virginia, including but not limited to Williamsburg, James City County, York County, Poquoson, Fort Eustis, Newport News, Hampton, Virginia Beach, Sandbridge, Norfolk, Chesapeake, Suffolk, Toano, Norge, Lightfoot, New Kent County, Providence Forge, Surry, Charles City, Henrico County, Richmond, Hanover County, Mechanicsville, Ashland, Glen Allen, Charlottesville, and Northern VA.