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Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701

Estate Planning

Determine Your Estate Planning Needs

Guiding you every step!

By guiding you through the estate planning process, Maggi Tax Advisory & Financial Group has partnered with EP Navigator to help you create high quality documents that ensure your wishes are accurately carried out.

Last Will & Testament

The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.

Healthcare Directives

Set in stone your medical wishes for when you can no longer make them known.

Power of Attorney

Put your financial decisions in the hands of someone you trust should circumstances leave you unable to make them.

Living Trust

Help your loved ones distribute your assets according to your wishes privately while avoiding court overview.

Call 1-727-799-1701 or email us at taxfreeretirement@maggitax.com

Contact Us Today For More Information.

Locations

Palm Harbor

4114 Woodlands Pkwy,
Ste. 303B
Palm Harbor, FL 34685

(727) 799-1701

Tampa

212 Crystal Grove Blvd
Lutz, FL 33548

(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713

(727) 799-1701

Contact Us