900 N. Kings Highway, Cherry Hill, New Jersey 08034
856.667.4100 · 215.563.0276 · Fax: 856.667.3652

The Online Advisor

September 2007

Smart Business

Have you gone too paperless?


It can be convenient to cut out "paperwork" by conducting your financial activities online. But if you do your banking and your investing through online bank and brokerage services, your heirs may have trouble sorting through your finances once you’re gone.

Putting some information on paper - even in a world trying to go paperless - is probably a good idea. At least record basic information about your assets, the names of advisers, and the location of your estate planning documents. Include any other information your heirs will need in order to locate various things and to be able to follow your wishes concerning the disposition of your estate.

For details on exactly what business records you need and how long they should be kept, call us.

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