Why You Should Have all of Your Important Documents in One Place

Gathering and organizing your financial and legal documents, estate planning documents, personal information and online accounts can save you a lot of time and stress when you need to access them or after you’re gone. Download Versant Capital Management’s digital storage checklist form for your important documents.

DISCLOSURE: For complete information on your tax situation, you should consult a qualified tax advisor. While Versant Capital Management doesn’t offer tax advice, we are familiar with certain tax situations that our clients face regularly. Disclosure: Any tax-related material contained within this document is subject to the following disclaimer required pursuant to IRS Circular 230: Any tax information contained in this communication (including any attachments) is not intended to be used and cannot be used for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting marketing or recommending to another person any tax-related matter.