Tax Planning and Finances Use the tax planning and financial resouces listed below to help in preparing and planning important information. Cancellation of Debt Estate Planning, Wills, Probate, Transfer of Assets (pdf) Financial Planning Guide (pdf) Recordkeeping for Tax Purposes Pension Income Refund Offsets for Unpaid Child Support, Certain Federal and State Debts, and Unemployment Compensation Debts Retirement Accounts