Yearend Clean Up

by on Dec. 13, 2017

Tax Real Estate Estate  Estate Planning 

Summary: DAUNTING? NOT REALLY

As yearend quickly approaches, it’s time to clean up those irksome legal matters hanging over your head. We can assist you in turning what seems to be a daunting issue, into a completed task.  In order to avoid confusion or disputes in the future, make sure that your intentions are properly memorialized in writing.

Here is a list of a few of the many agreements and documents that we prepare on a regular basis, which will keep everything clearly understood:

Real Estate
Deeds
Commercial and Residential Leases
Agreements of Sale
Easement/Driveway Agreements
Promissory Notes and Mortgages
Construction Agreements

Estate Planning & Administration
Wills, Powers of Attorney, Healthcare Powers of Attorney
Living Trusts
Life Insurance Trusts
Family Limited Partnerships
Special Needs Trusts
Charitable Lead or Remainder Trusts

Corporate
Formation of LLC’ s, Corporations, Limited Partnerships
Shareholder and Partnership Agreements
Stock Purchase or Buy/Sell Agreements
Confidentiality Agreements
Employments Agreements
Non-Compete Agreements

Tax Matters
Individual, Partnership and Corporate Tax Returns
Trust Tax Returns
Income Tax Audits
Estate, Gift and Inheritance Tax Returns
1031 or Like Kind Exchanges
Independent Contractor Agreements

The holidays are upon us with some time off from work. Take care of the daunting, legal loose ends, so that you’ll have the peace of mind to enjoy the joyous season and enter the New Year with a clean slate.

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