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WK$QQXDO$FFRXQWLQJ6KRZ 6HSWHPEHU)W/DXGHUGDOH PSP PSP PSP 4XDOLILQJIRU0HGLFDLG Mary K. Foreman, CPA Owner/Mary K. Foreman, PA $VVXULW6HUYLFHV+RZWR6HOHFWD&DUH3URYLGHU Michael L. Ray, CPA, NHA, CMA,

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How to fill out f3 - elder planning

How to fill out f3 - elder planning:

01

Start by gathering all necessary personal information and documents, such as birth certificates, social security numbers, financial statements, and medical records.

02

Determine the goals and objectives of the elder planning process. This can include aspects like estate planning, healthcare decisions, and financial management.

03

Consult with an attorney or financial advisor who specializes in elder planning to ensure all legal requirements are met and to receive professional guidance throughout the process.

04

Begin by completing the basic information section of the f3 form, including the name, address, and contact information of the elder individual and their designated representative or guardian.

05

Moving on to the financial section, provide a comprehensive overview of the elder individual's assets, including bank accounts, investments, real estate, and any other valuable possessions.

06

Provide accurate and up-to-date information regarding the elder individual's income and expenses. This includes sources of income, monthly bills, insurance premiums, and any outstanding debts.

07

Enclose any necessary documentation to support the information provided on the form, such as bank statements, tax returns, or medical bills.

08

Ensure that all sections of the f3 form are filled out correctly and signed by the appropriate parties, including the elder individual, their representative, and any witnesses required by law.

Who needs f3 - elder planning:

01

Elder individuals who want to plan their future, ensure their financial security, and make decisions regarding their healthcare and estate.

02

Family members or caregivers of elder individuals who are responsible for managing their affairs and ensuring their well-being.

03

Individuals who wish to protect their assets, plan for long-term care, and have a clear outline of their healthcare preferences in case of incapacity or end-of-life situations.

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