Assisting our clients to create the life they want to live through real estate investing and retaining wealth is at the heart of all we do at Grimaldi Law Firm. We are a full-service real estate and estate planning firm working with clients in Miami, FL, and the nearby areas.
Managing Property Transactions With a Real Estate Attorney
In addition to working with individuals and families, our real estate attorney works closely with Realtors real estate agents, and lenders, streamlining the purchase or sale process. Our real estate lawyer has expertise in representing buyers, sellers, and real estate professionals to complete due diligence, manage refinances, and operate as the transaction’s title, escrow, and closing agent.
Working with our real estate lawyer provides legal advice at every step of the process. This is ideal for first-time buyers, real estate investors, and those with extensive property holdings.
Protecting Wealth Starts With Talking To Our Estate Planning Lawyer
It is never too early to begin working with an estate planning attorney to ensure wealth is transferred to heirs according to your wishes. Our estate planning attorney takes the time to understand your wishes while making recommendations to protect your wealth through the drafting of wills and trusts.
In addition to simply drawing up the paperwork, our estate planning lawyer will continue to provide education and insight on funding the trust, adjust your estate planning based on current life changes, and advise you of your options. If needed by your family, we also serve as a probate attorney, managing this complex legal process.
When you need a probate attorney, estate planning, or a real estate lawyer, call the team at Grimaldi Law Firm. To schedule a consultation, reach out to us at 954-491-8707.
FAQ
Choosing the right estate planning lawyer involves considering several factors. Look for a lawyer with experience in estate planning and a good understanding of Florida’s estate laws. Seek recommendations from trusted sources, check online reviews, and ensure the lawyer has a solid track record. It’s important that the lawyer communicates clearly and understands your needs and goals. Schedule consultations with a few lawyers to gauge their approach and compatibility with your preferences.
For your initial meeting with an estate planning lawyer, bring relevant documents and information, including a list of your assets (property, investments, bank accounts), details about your debts, and any existing estate planning documents such as wills or trusts. Additionally, prepare a list of questions or concerns and consider bringing important family documents, such as marriage certificates or divorce decrees, if applicable.
Common mistakes in estate planning include failing to update your estate plan regularly, neglecting to consider tax implications, and not clearly specifying beneficiaries. It’s also a mistake to overlook the importance of having a durable power of attorney and healthcare proxy. Ensure that your plan reflects your current wishes and circumstances, and avoid using generic or outdated templates that may not align with Florida’s legal requirements. Consulting with a knowledgeable estate planning lawyer can help prevent these issues.