350 Old Country Road, Suite 205, Garden City, NY 11530
877-791-8076 / StoberLaw.com
Have you started spring cleaning yet?
Spring is the perfect season to get rid of the clutter that has built up over the winter and start fresh. In addition to dusting and getting rid of old clothes, it's important to spring clean your legal affairs.
Here are a few tips to help you get started on spring cleaning your legal documents, files and finances.
Spring Cleaning Tips:
- Shred Old Documents - You should always keep your tax returns, canceled checks and records that support tax deductions for auditing purposes. However, you can shred old financial records and pay stubs that you've been saving for years. The IRS recommends keeping tax documents for 3-7 years.
- Review Your Estate Plan - It's important to have an estate plan in place to efficiently pass on assets to your loved ones. It helps avoid the stress and cost of probate after you have passed away. Take the time to update your estate plan and make sure that it is up-to-date this spring.
- Check Your Insurance Coverage - Now is a great time to review your insurance policy to make sure that you are still paying the lowest possible rate. You can also review any changes that have incurred over the last year to make sure that you are still covered for what is necessary for you and your family.
Check out this article for more tips on how to spring clean your finances and legal documents.
If you are in need of legal expertise this spring, contact our office! Our experience, combined with our successful track record makes us Long Island’s premier law firm. Contact our office by calling 877-791-8076. You can also like us on Facebook and follow us on Twitter for the latest news stories and legal tips.
