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ESTATE PLANNING WORKSHEET (PLEASE COMPLETE THIS PACKET IN INK) We must have this Worksheet returned to us at least three days prior to our meeting (this will ensure we have enough time to understand

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What is here is your text?

This document contains important information regarding taxes.

Who is required to file here is your text?

All individuals and businesses with taxable income.

How to fill out here is your text?

You can fill out this document either online or by mail.

What is the purpose of here is your text?

The purpose of this document is to report income and expenses for tax purposes.

What information must be reported on here is your text?

You must report all sources of income and any deductible expenses.

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