Estate Planning

Inman & Strickler, PLC, is ready to assist you with your estate planning and administration needs and goals

Practicing Professionals

Gregory J. Montero Robert V. Timms, Jr. Thomas E. Snyder

Overview

Inman & Strickler, PLC, is ready to assist you with your estate planning and administration needs and goals. Careful structuring of your estate plan can have far reaching ramifications and can preserve assets, allow distribution of your assets as you direct, and avoid unnecessary fees and delays. We will help you in structuring your estate plan with carefully constructed Wills and Trusts which take into consideration your assets, your goals, and your family situation as well as tax ramifications. We can also assist with business succession planning. From simple estate plans to multi-faceted plans, we work with you to meet your specific needs and to develop the documentation necessary to carry out your desires in the most cost effective and efficient manner which will address any estate or gift tax issues. We will work closely with your accountants and/or financial planners to meet your goals.

Problems And Implications

Planning for unforeseen and unexpected events before they are critical issues is an important part of the planning process. We can provide powers of attorney, medical powers of attorney, and advance medical directives which will assist you and your loved ones in making financial and medical-related decisions if you are unable to do so. This process will provide peace of mind and a smooth transition in stressful times of change. Similarly, we can assist your family in situations where a family member is unable to manage their financial or medical needs and appointment of a guardian and/or a conservator is needed.

Solutions

Our attorneys can also assist with probate administration of Wills and administration of Trusts. These matters can sometimes be complicated and we strive to simplify the process by working with your executor, accountant, and financial planner to coordinate a smooth transfer of assets to the intended beneficiaries. We will also assist the Executor or Trustee in working with your accountant to ensure that the required tax returns are filed.

Occasionally, disputes arise in the administration of Trusts and Estates. Our firm’s skilled litigators work alongside our estate attorneys to resolve any disputes which may arise. We are happy to meet with you to answer any question you may have regarding this process and to discuss your goals and help you get started in the planning process.

Please contact our firm immediately to meet with a skilled and experienced lawyer today. Our attorneys are always willing to help with your legal issue, no matter how big or how small.

Call us at: 757-486-7055 or email us at info@inmanstrickler.com

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