RESOURCES




The following are practical resources you can use for your business or your personal needs.




 Record Retention Guide
  
 It is important to hold onto your business records in case of an IRS audit or other examination. Retaining unnecessary records will soon exceed storage space available for most businesses. This record retention guide should assist you in determining what records you must retain. 











Record Retention Guide








 


 Will Consultation Checklist


 



 Before you visit the Law Office of Curtis P. Patalano for a will consultation, you may wish to review the Will Consultation Checklist.














Will Consultation Checklist










Comprehensive Will Consultation Checklist



 

This is a more comprehensive checklist. It will be helpful if you complete this form before our first meeting. You should write longer responses on a separate sheet of paper. Also, remember to write down any concerns you have. Be sure to contact my office if you have any questions.












Comprehensive Will Consultation Checklist









Single Client Questionnaire


 


If you
are a single client, please review this data sheet prior to our
initial conference.










Single Client Questionnaire









Married Couple Questionnaire


 


If you
are a married couple, please review this data sheet before our
initial conference


 










Married Couple Questionnaire









Same Sex Couple Questionnaire


 


If you
are a same sex couple, whether or not married, please complete this
data sheet prior to our initial conference


 










Same Sex Couple Questionnaire









Trust Funding Checklist


 


 The
document below will give you important information on funding your
trust.










Trust Funding Checklist








 



Income Tax Resources




Check
IRS refund


 


Check
Massachusetts refund


 


Check
Rhode Island refund


 


MassTaxConnect










Income Tax Organizer






This organizer will help you
gather your tax documents.










Income Tax Organizer










DISCLAIMER: The information contained in this website is
provided for informational purposes only, and should not be
construed as legal advice on any subject matter.


 


You should not act or refrain from acting on the basis of
any content included in this site without seeking legal or other
professional advice.


 


The content of this website contains general information
and may not reflect current legal developments or address your
situation. We disclaim all liability for actions you take or fail
to take based on any content on this site.


 


The operation of this site does not create an
attorney-client relationship between you and Curtis P Patalano LLC.
Any information sent to us via e-mail or through this site is not
secure and will not be treated as confidential.


 


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