Trusts & Estate Administration
Effective estate planning requires a comprehensive review and analysis to provide you with the best available tools and resources. Whether you require extensive estate planning or a fundamental will and trust, the Goede, Adamczyk & DeBoest, PLLC estate planning practice group dedicates time and effort to meet with each client, determine goals, net worth, and objectives, and create a comprehensive estate plan to effectuate wealth preservation and estate distribution needs.
You have a unique set of circumstances, assets, and objectives and we will advise you on the tax benefits, dispositive effects, and consequences of every document. We constantly update our chest of estate planning tools as tax law and wealth preservation strategies evolve.
The attorneys and staff at Goede, Adamczyk & DeBoest, PLLC are fully equipped to handle all aspects of probate and estate administration. Probate, when necessary, involves the validation of a decedent’s Will with the appropriate Florida court, the preservation and valuation estate property, distribution of estate assets to beneficiaries, and the satisfaction of estate obligations and creditors.
In addition to the probate process, an effective estate administration requires knowledge and guidance through tax and financial related matters. Although tax considerations are generally provided for prior to the need for probate, Goede, Adamczyk & DeBoest, PLLC can assist you in the allocation of estate assets for wealth and tax considerations and can prepare any tax related documents, including a federal 706 estate tax return or 709 gift tax return.
Whether you require formal administration, small estate administration, or ancillary administration for out of state residents, Goede, Adamczyk & DeBoest, PLLC is fully equipped to handle all tax aspects of trusts and estate administration.