Key Documents & Forms

The documents listed here are those referred to throughout the site, or those necessary for specific projects. Section headings link to additional information about the topic. NOTE: in most cases, downloading the file is required to complete information within the file. 

Taxes

• Personal Tax Minimizer
  
• Child Tax Return Filing Calculator
• Client Tax Info Recap
  
• Federal 1040 Estimated Tax Vouchers
  
• Illinois 1040 Estimated Tax Voucher
• Comprehensive Document with Tax Limits, Rates, Etc.

Financial Planning

• Sample Financial Life Planner
• Data Gathering Worksheets (DGW)

Investing

• Discovery Questionnaire (online fill in form)
• Discovery Questionnaire (to print and complete)
• Assetmark Legal Information & Disclosures
  
• Overview Presentation

Estate Planning

• Survivor's Information Listing