• Home
  • Our Staff
  • Resources
  • Contact

RESOURCES AND LINKS

Listed below are some resources and links to our philosophies on estate planning, as well as articles that have been published by our staff.


ARTICLES

Summary of the Estate, Gift, and Generation-Skipping Transfer Tax Provisions
Summary_Estate_Tax_12.pdf
File Size: 852 kb
File Type: pdf
Download File


SELECTED ARTICLES PUBLISHED BY MR. GARRETT

Divorce Complications in Estates and Estate Planning
Divorce_Complications_In_Estates_And_Estate_Planning.pdf
File Size: 1524 kb
File Type: pdf
Download File

To Disclose or Not to Disclose That is the Question:
Residential Real Property Disclosures in Trust and Estate Sales
To_Disclose_Or_Not_To_Disclose.pdf
File Size: 627 kb
File Type: pdf
Download File

TAX ORGANIZER PDFs

You can download our 2011 Tax Organizer or Fiduciary Tax Organizer by clicking on the links below.
2011_Tax_Organizer.pdf
File Size: 1020 kb
File Type: pdf
Download File

2011_Fiduciary_Tax_Organizer.pdf
File Size: 244 kb
File Type: pdf
Download File


IRS LINKS

IRS Tax Forms
IRS Publications
GARRETT CARCHIDI LLP
1101 Dove St., Suite 100 • Newport Beach, CA 92660
Phone: (949) 833-1066 • Fax: (949) 833-1292

Create a free website with Weebly