Forms

 

Financial Questions that count

Click on the link below to fill out the online form to request more information about the subjects that interest you. Please note, the topics listed are intended to cover a variety of situations--more than any one household will ever likely need to consider. All of the information available is offered to help you understand your current financial situation and make informed decisions. Simply fill out the form (online or on paper) and return it via email to request information on the subjects that interest you.

IWPS Answering the Financial Questions that Count.PDF

Personal Document Locator

This is an important list to print and keep at home along with your other important documents such as your Will, Health Care Proxy, Power of Attorney, tax returns, etc. In the event of your death or disability, this list will assist your loved ones in locating your important records and papers. Make sure a trusted family member knows where this list is or provide him/her with a copy. You may also want to give a copy to your executor and/or your attorney.

IWPS Personal Document Locator.PDF