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WHAT OUR OFFICE CAN DO FOR YOU
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,
mortgages, construction loans, refinancing leases, and contracts.
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, as well as Living
Trusts.
Tax Planning
Whether it is your real estate transaction or a review of
your real estate plan, we will recommend a method to minimize
or eliminate taxation whenever possible. This may
be accomplished through a 1031 tax deferred exchange, establishing
Florida homestead, creating a qualified personal residential
trust, or establishing a credit shelter trust for your estate.
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.
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.
If requested, we can also apply directly to obtain wholesale
loans through Attorney Mortgage Services.
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