Effective estate planning requires a comprehensive review and analysis to provide clients 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 his/her goals, net worth, and objectives, and create a comprehensive estate plan to effectuate their wealth preservation and estate distribution needs.
To effectuate this service to our clients, Goede, Adamczyk & DeBoest, PLLC is able to utilize a number of estate planning vehicles, such as
Revocable Living Trust
Irrevocable Insurance Trust
Will / Pour Over Will
Grantor Annuity Trust
Qualified Personal Residence Trust
Charitable Lead Trust
Family Limited Partnership
Charitable Remainder trust
Declaration of Domicile
Every one of our clients has a unique set of circumstances, assets, and objectives. We advise our clients on the tax benefits, dispositive effects, and consequences of every document and our estate planning practice section is constantly updating our chest of estate planning tools as tax law and wealth preservation strategies evolve.
In addition to the above estate planning tools, Goede, Adamczyk & DeBoest, PLLC also advises its clients on how to prepare for the unexpected and can prepare other collateral documents critical to obtaining a comprehensive estate plan, such as
Durable Power of Attorney
Durable Health Care Surrogate
Please contact us if you would like to schedule a consultation to review your current estate planning documents, discuss whether your current estate planning documents are effective, or whether you would like to start from the beginning and create an estate plan catered for your needs.