(727) 443-3300

Estate Planning

MFP Financial Services, Inc.

Estate planning is an important part of any financial plan.

MFP Financial Services, Inc. provides detailed analysis of your options and a thorough plan of action. After an inventory of your assets and comparing them to the current tax code, we can assist you and your attorney in lowering your estate tax liability and help you avoid probate. We can help you make sure that your money goes where you want it to and in a timely fashion.

Our Estate Planning Services Include:

  • Assistance in compiling an inventory of assets
  • Comparison to current tax code
  • Assistance with attorney to lower estate tax liability
  • Titling of assets to avoid probate
  • Efficient pass through of money

Contact MFP Financial Services, Inc. today at 727-443-3300, or browse the website for more information about investment strategy and services or tax planning services.

Chris Mavrakos, CFP(R), cannot accept trade instructions using email or voicemail. If any trade instructions are left, they will not be acted upon.

MFP Financial Services, Inc. does not provide legal advice.