CS Accounting

Contact Us to see how we can help!


All Downloads in Estates and Trusts

Death of a Taxpayer

This brochure discusses the responsibility of the personal representative when a tax payer dies. It also discusses the tax returns that need to be filed upon death. – Download PDF

Estate Planning, Wills, Probate, Transfer of Assets

This brochure highlights the importance of having a will. Issues such as property passing at death and probate are also discussed. – Download PDF

Estate Tax (Form 706)

This brochure provides information on the estate tax and marital deduction. Estate tax planning and valuation are also discussed. – Download PDF

Gift Tax

This brochure discusses the gift tax provisions including the annual exclusion and the lifetime gift exclusion. It contrasts which transfers are considered gifts and which transfers are not considered gifts. – Download PDF