Professional Services

The Law Offices of Katz & Green, provides personal injury legal services to individual and business clients in Palm Coast & all of Flagler County, Florida – as well as other surrounding areas.

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We specialize in the following Personal Practice:

• Personal Injury
• Motor Vehicle Accidents
• Fall Down / Premises Liability
• Wrongful Death

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• Financial Advisers
• 401K
• Estate Planning
• Wealth Management
• Tax and Accounting
• Business Perpetuation Planning
  

• Your Trusted Realtor Partner: Navigating your real estate journey with expertise and care.

• Expertise in Buying: Finding your perfect home or investment with precision and passion.

• Strategic Selling Solutions: Maximizing value and results in selling your property.

• Title Searches
• Escrow Services
• Residential & Commercial Closings
• Refinancing Services
• Builder Construction Projects
• Concierge
• For Sale By Owner Closings

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Personal Insurance

• Auto Insurance
• Home Insurance
• Property Insurance
• Boat Insurance
• Life Insurance
• Long Term Care Insurance
• Disability Insurance
• Renters Insurance
• Health insurances

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Business Insurance

• Business Owners Insurance
• Commercial Vehicle Insurance
• Coverage For Contractors Insurance
• Workers Compensation
• Professional Liability Insurance
• Cyber Liability Insurance
• Home Based Business Insurance
• Employee Benefits

• Title Insurance
• Title Search and Exam
• Title Clearance of Liens, Mortgages, Violations, etc.
• Payoff Retrieval
• Real Estate Closings
• Escrow Transactions
• Document Preparation- Deeds, Satisfactions, Affidavits, etc.
• Document Recordings

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• Title Searches
• Escrow Services
• Residential & Commercial Closings
• Refinancing Services
• Builder Construction Projects
• Concierge
• For Sale By Owner Closings

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• Real Estate Closings
• Real Estate Escrow Services
• Construction Draw Disbursements
• 1031 Exchange Transactions
• Owners and Encumbrance Reports

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Health Insurance

• Marketplace Plans
• Private Market Plans
• Dental 
• Vision
• Critical Illness
• Accident
• Hospital Protection

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Life Insurance

• Term Life
• Whole Life
• Universal Life
• Final Expense

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Medicare

• Advantage Plans
• Medicare Supplements
• Prescription Drug Plans

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Group Insurance

• Group Health Insurance
• Employee Benefits

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Full-Service Community Association Management‍

_{Dedicated Community Association Manager (CAM) for your HOA, condo, or master association—overseeing daily operations, vendors, and meetings as your board’s main contact, supported by a Community Assistant, General Manager, and Regional Manager.}

Financial Management & Accounting‍

_{In-house financial services: budgeting and variance analysis, billing and collections, AP/AR, monthly statements, reserve oversight, reconciliations, audit coordination, and tax support managed by a dedicated Client Accountant working with your CAM.}

Board Portal & Technology Access‍

_{24/7 board and homeowner access via Vantaca, the leading community management platform. Boards view financials, work orders, ARC requests, documents, and compliance; homeowners manage assessments, submit requests, and receive updates through a dedicated portal.}

Invoice Management & Financial Controls‍

_{Strongroom provides full visibility into all payables, requiring a board officer co-signature and creating a complete audit trail—eliminating surprise expenditures.}

Governance & Compliance Support‍

_{Board meeting prep, agendas, and draft minutes within 7 days; statute monitoring with annual legal updates; new board orientation, Robert’s Rules guidance, financial workshops, and DBPR-approved certification seminars.}

Covenant Enforcement & Violations‍

_{Consistent, documented inspections per your documents and Florida law, with all violations tracked in Vantaca for full audit visibility.}

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Architectural Review (ARC)‍

_{A dedicated ARC Coordinator manages applications, reviews, meetings, decisions, deposits, and builder compliance.}

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Maintenance & Vendor Management‍

_{Vendor credentialing (W-9s, insurance), competitive bidding, contract tracking, and work order management in Vantaca. Capital project RFPs, bid comparisons, and board reporting, plus in-house Maintenance Technicians for on-site support.}

Transition & Onboarding‍

_{Board-guided transition covering data and document transfer, Vantaca setup, financial accounts, vendor review, and board training—operational within 60–90 days, with immediate interim support.}

24/7 Emergency Response‍

_{Round-the-clock emergency answering service with direct escalation to MAY staff and community-specific response plans for fast, coordinated action.}

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• Investment management
• Life insurance
• Disability income insurance
• Long-term care strategy
• Banking services

• buy homes
• sell homes
• home alternative suggestions for seniors
• senior housing options and active adult communities to assisted living