Real Estate, Tax Preparation, Elder Law, and Other Services
On-going professional services for Vero Beach residents and their families
E. Steven Lauer, P.A. provides excellent representation for the Vero Beach community. To honor this promise we have tailored our practice to provide a comprehensive suite of professional services for our estate planning clients.
Tax preparation
We find that the most valuable non-legal asset we can offer is a full range of federal and state tax preparation:
- Income tax returns (1040)
- Federal estate tax returns (706)
- Federal gift tax returns (709)
- Fiduciary income tax returns (1041)
- State returns
Providing these services gives us yearly contact with clients and allows us to better facilitate estate and financial planning by understanding the complete cycle of your annual assets and tax liabilities.
Real estate law
Being the owner of a large estate typically involves significant ownership of real property. As a part of our commitment to total client service, we practice real estate law to help clients manage their assets:
- Drafting and reviewing contracts
- Acting as settlement agent
- Issuing title insurance
- Preparing closing documents:
- Sales
- Purchases
- Mortgages
We also handle simultaneous and non-simultaneous like-kind exchanges and can provide intermediary services.
Elder law
Managing issues of elder law is standard practice during our estate planning counsel. We help clients protect their assets in case they become incapacitated:
- Powers of attorney
- Advance directives
- Living wills
- Guardianships
- Designation of preneed guardians
- Medicaid planning
Health care arrangements
Another important aspect of preserving your wealth involves planning for health care. We discuss the practicality of nursing home and home health care insurance to defray the cost of these items if they become necessary.
Family members with special needs
We can also help you care for your special needs family members. We prepare documents that offer financial protection without disqualifying them from receiving government benefits.
