At Richnow LifeStyle Transitions a big part of what we do is to direct donations to charities on behalf of our clients. We're often asked about establishing donation values, so we're including links to both Salvation Army and Goodwill. Look for the section on "valuations" and that should help you get to an acceptable amount for your donations.
It's a common question nearly every client wonders about at some point in the clean-out process.
Bank Statements - 6 years
Birth Certificates - Forever
Canceled Checks - 6 years -(or opt out of receiving them all together)
Contracts - Until updated
Credit Card Account #'s - Until updated
Divorce papers - Forever!
Home purchase and improvement records - As long as you own the property
Household Inventory - Until updated
Insurance Papers (life) - Forever
Insurance Papers (car, home, etc.)- Until updated
Investment Records - 6 years after tax deadline for year of sale
Investment Certificates - Until cashed or sold
Loan Agreements - Until updated
Military Service Records - Forever
Real Estate Deeds - As long as you own the property
Receipts for major purchases - Until sold or discarded
Service Contracts & Warranties - Until sold or discarded
Social Security Cards - Forever
Tax Returns - 6 years from filing date - unless unresolved
Vehicle Titles - Until sold or discarded
Will - Until updated
SPCA Society for the Prevention of Cruelty to Animals
We love animals! So every chance we get we donate linens, towels, leashes, bowls, office and cleaning supplies, crates, brooms, mops and shovels to our local award-winning SPCA. Remember our furry friends when you're thinking about getting rid of some of these kinds of things.
Copyright 2009 Richnow LifeStyle Transitions, LLC. All rights reserved.