If you are seeking “shredding services near me” and are in the Phoenix or Mesa areas, please see the information below for our past shredding events. Contact us for more information on our planned future shredding events so you can keep what’s important and shred the documents you no longer need. Please see the below information for more details on what documents you can and should shred — and what important documents you should keep. Also provided is information on the length of time you should hold onto specific documents.
11:00 am-1:00 pm
7600 N. 16th Street, Suite 105
Phoenix, AZ 85020
2:00 pm-4:00 pm
1129 S Oakland, Suite 102
Mesa, AZ 85206
Estate Planning Perspective
Document Retention Suggested Guidelines:
Do not shred your Trust 😀
KEEP ALL ESTATE PLANNING DOCUMENTS
The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations for that tax return runs out.
Copies of tax returns should be maintained in perpetuity.
Financial Planning Perspective
There is no legal requirement to retain documents for financial planning purposes, but there are general “rules of thumb” you should follow to ensure you have documents necessary for future financial planning discussions and analyses.
– brokerage statements
– cancelled checks
– cancelled insurance policies
– capital gains documentation such as records of selling a house or stock
– records of satisfied loans
For additional information on the length of time you should keep certain documents, click HERE. If you’ve ever searched for “shredding services near me” and are in the Phoenix, Arizona area, contact us o learn more about our next shredding event.