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RECORD KEEPING and TAXES a GUIDEBOOK for FAMILY Form
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People also ask
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How to organize family history records?
Organize physical documents in labeled folders or binders categorized by family lines or record types. For digital files, create folders with clear naming conventions and subfolders for different family branches, document types, or research repositories.
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What is a family record book?
The family record book contains extracts from birth, marriage or death certificates concerning members of your family.
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What is the best way to keep family documents?
A file drawer or cabinet might be a better option for a larger family or business owner. An at-home fireproof lockbox or safe can be a good choice to store important legal documents if you need to access them regularly (such as copies of your will, birth certificates, and passports).
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How long to keep family records?
With the exception of birth certificates, death certificates, marriage certificates and divorce decrees, which you should keep indefinitely, you should keep the other documents for at least three years after a person's death or three years after the filing of any estate tax return, whichever is later.
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What records need to be kept permanently?
Vital records (birth / death / marriage / divorce / adoption / etc.) Retirement and pension records. Investment trade confirmations and statements that indicate buying and selling.
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How do you keep family records?
The easiest way to keep track of your family papers and business records is to set up a filing system. A place to store file folders is more important than a fancy desk. A metal filing cabinet, an under-the-bed storage chest or cardboard box, or an ion folder will do the job as well as a desk drawer.
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