Legal and Advisory Services
Our Legal and Advisory Services are delivered by a team of seasoned independent experts who embody the distinctive approach and high standards of service that Moneystewards is renowned for. With deep industry knowledge and a commitment to excellence, our professionals provide tailored solutions that meet the highest levels of precision and professionalism.
Unique Approach
We understand that each client’s needs are unique, and we pride ourselves on offering a personalized approach to every engagement. Our team’s extensive experience enables us to deliver nuanced advice and strategies that align with your specific objectives and challenges.
Professional Service
At Moneystewards, we are dedicated to maintaining the high standards of service that define our firm. Our legal and advisory professionals are adept at navigating complex legal and financial landscapes with expertise and efficiency, ensuring that you receive unparalleled support and guidance.
Whether you require expert legal counsel, strategic tax advice, or comprehensive estate planning, our team is equipped to provide you with exceptional service and innovative solutions, upholding the esteemed reputation of Moneystewards.
Legal and advisory services
Real Estate Law Services
Providing legal services for real estate transactions, including contract drafting, title searches, and closing coordination.
Tax Advisory
Offering tax planning and advisory services for real estate transactions, including property tax assessments and compliance.
Zoning and Land Use Consulting
Advising on zoning laws, land use planning, and permitting for development projects.
Risk Management
Assessing and managing risks in real estate investments, providing insurance solutions, and developing risk mitigation strategies.
Estate Planning Services
Crafting customized estate plans to help clients protect their assets and ensure the smooth transfer of wealth to future generations. Services include drafting wills, trusts, and power of attorney documents, as well as providing guidance on minimizing estate taxes and ensuring legal compliance.
Ancillary Services
Title and Escrow Services
Ensuring smooth property ownership transfers through title searches, escrow management, and closing coordination.
Property Inspection Services
Conducting inspections to assess property condition before purchase or sale, providing detailed reports for decision-making.
Appraisal Services
Offering property appraisals for market value determination, supporting sales, purchases, refinancing, and legal matters.
Relocation Assistance
Providing relocation services, including home search, school information, and moving coordination.
Real Estate Financing Services
Mortgage Brokerage
Assisting clients in securing financing for residential and commercial properties through a network of lenders.
Real Estate Investment Financing
Providing financing solutions for real estate investors, including traditional loans, private equity, and crowdfunding.
Refinancing Services
Helping clients refinance existing mortgages to obtain better rates or terms.
Construction Loans
Facilitating financing for construction projects, including new developments and renovations.