Estate Planning for Families and Business Owners in Tampa and Beyond
Searching for estate planning near me in Tampa, Wesley Chapel, Lutz, Lakeland, or Ocala? Mike Garcia Financial provides comprehensive estate planning services designed to protect your assets, honor your wishes, and secure your family’s future. Our local expertise and client-focused approach ensure your estate plan is tailored to your unique needs.
Why Estate Planning Matters?
Estate planning is more than just drafting a will—it’s about making sure your legacy is preserved and your loved ones are cared for. With Mike Garcia Financial, you receive practical guidance and proven strategies to help you navigate complex decisions with confidence.
Our Estate Planning Services
Wills and Trusts That Reflect Your Wishes
- We help you create clear, legally sound wills and trusts to ensure your assets are distributed according to your intentions.
Business Succession Planning for Owners
- If you own a business, we guide you through succession planning to plan to protect your company and provide for your family and employees.
Asset Protection Strategies
- Our estate planning includes strategies to safeguard your wealth from unnecessary taxes, creditors, and other risks.
Healthcare Directives and Power of Attorney
- We help you establish healthcare directives and powers of attorney, so your wishes are respected if you’re unable to make decisions yourself.
- Why choose us
Why Tampa Chooses Mike Garcia Financial?
For more information on estate planning essentials, visit investopedia.com.
Getting Started
1
Share your goals in a free 30-minute call.
2
We create a custom strategy for your needs.
3
Choose the options that work best for you.
Let’s Talk About Your Goals
Plan your legacy and provide for your loved ones with a comprehensive estate plan from Mike Garcia Financial.