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Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Goodney & Associates, PA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. A well- planned estate can ease the process for loved ones in a time of loss.

If you are a personal representative for an estate or the trustee for a trust, we will help you understand your duties and filing requirements. We can prepare estate tax returns, estate income tax returns and trust income tax returns for you as personal representative, executor or trustee. We can work with you and the lawyer for the estate or trust to gather the necessary information for reporting to the courts and beneficiaries. We can advise you on any tax reduction strategies available to the estate or trust.