Real Estate Transactions
When you buy or sell real estate, we can advise you concerning the best way to handle the transaction and effectuate the closing from beginning to end. Our real estate work also includes title insurance, refinances, drafting contracts, mortgages, construction loans, leases, and short sales.
Mortgage Counseling
You may not know it, but traditional sources of mortgage loans, such as banks and mortgage brokers have a financial incentive to sell a loan product most profitable to them. Our office helps clients understand the mortgage process and can assist in negotiating the best rate for you. Additionally, we assist clients with loan modifications, short sales and mortgage foreclosure defense.
Small Business Formation
Depending upon your goals, we will recommend and create the best legal entity to fit your needs. Whether it is a Limited Liability Company, Subchapter S Corporation, Partnership or Land Trust our objective is to assist you in protecting your assets and minimizing taxes.
Tax Planning
Whether it is your real estate transaction or a review of your estate plan, we will recommend a method to minimize or eliminate taxation whenever possible. This may be accomplished through developing a Florida Land Trust, executing a a 1031 tax deferred exchange agreement, establishing Florida homestead, creating a qualified personal residential trust, or establishing a credit shelter trust for your estate.
Estate Planning, Wills and Trusts
Your peace of mind is the goal when we work together to plan your estate. This means knowing that your property will be distributed according to your wishes. Probate will be avoided whenever appropriate. This may be accomplished through, Simple Wills with Trust Provisions, Living Wills, Durable Powers of Attorney, Florida Land Trusts and Living Trusts.