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**Confidential Planning Information** For Use by the Elder Law Practice of Miles P. Hurley These questions pertain to the persons, Husband and Wife, for whom we are planning. We ask a lot of questions
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It is a form used for reporting married individuals' long term income and expenses.
Married individuals who have long term income and expenses are required to file this form.
The form can be filled out online or in paper format with accurate information about income and expenses.
The purpose is to report and track long term financial information for married individuals.
Income sources, expenses, assets, and liabilities should be reported on this form.
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