by Nanette Duffey | Sep 29, 2022 | Insights, Legal Documents
Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
by Nanette Duffey | Sep 19, 2022 | Insights, Legal Documents
In our previous blog on vital life records, we covered what to keep safe your whole life long. Some documents come with a lifetime commitment, like your marriage (not your workout routine). However, there are even more cards, papers, and IDs that are vital to keep for...
by Nanette Duffey | Sep 12, 2022 | Insights, Legal Documents
There are some records you’ll want to keep for the rest of your life. These documents reflect major life events that you’ll need for future reference, either for identification purposes, proof of name change, or proof of a loved one’s passing. Here are the most...
by Nanette Duffey | Aug 24, 2022 | Insights, Legal Documents
If you’ve purchased a luxury item or received one as a gift, keeping the documents that prove its authenticity is key when it comes to resale, auction, insurance, or tax purposes. It is wise to have the physical copy of these documents safely stored. With the high...
by Nanette Duffey | Aug 8, 2022 | Insights, Legal Documents
If you’ve recently purchased or leased a vehicle, paid off a car loan, or registered a car, keeping the documents for these transactions safe is vital. These documents prove you are the legal owner of your car and that the vehicle is legally registered at the DMV....
by Nanette Duffey | May 9, 2022 | Insights, Legal Documents
Created in the 1960s by President John F. Kennedy and the National Council of Senior Citizens, May celebrates “Older Americans Month.” The month seeks to acknowledge the contributions of older persons in our country. One way to observe and honor your family is to...
