Mobile Florida Estate Planning Attorney Serving the Tampa Bay Area
Tampa attorney Lawrence E. Miccolis provides assistance in estate planning and probate administration, traveling throughout the Tampa-St. Petersburg-Clearwater metro area to serve the needs of busy clients who may have limited mobility. Mr. Miccolis has experience helping all types of people with estate planning, including veterans, infirmed seniors, young military families with children, and people who have recently relocated to Florida.
Estate planning generally refers to the means by which an estate, including personal property, real property, business interests, investments, and insurance proceeds, is passed on to a person's beneficiaries upon death. Effective estate planning requires individually tailored documents that take into consideration every aspect of an individual's personal and family goals, from minimizing taxes to securing quality health care to planning for possible incapacity. A variety of methods may be used to preserve wealth and distribute assets, and carry out a person's wishes, both during life and after death, including:
- Last will and testament
- Revocable living trusts
- Durable powers of attorney
- Advance health directives and health care proxies
- Gifting plans
Mr. Miccolis carefully assists clients who are creating their first estate plan, as well as people who need to update an estate plan, which is especially important for those moving into Florida, often as retirees or on military assignment. As a retired Marine Corps Lieutenant Colonel, Mr. Miccolis understands the concerns of military service members, veterans, and their families and receives many referrals from the military community. Clients appreciate his personal attention and concern for their needs.
For clients who have lost a family member, Mr. Miccolis provides probate administration services, always working to ease his clients' burdens while handling matters as efficiently as possible. Probate is the process by which a deceased person's will is proved valid, so that his or her property can be retitled or transferred to beneficiaries, and as with any legal proceeding, there are technical aspects to probate administration, such as:
- Any creditors will need to be notified of the person's passing.
- A petition to appoint a personal representative may need to be filed.
- Executors of the will typically need to be guided in how and when to distribute assets.
- Homestead property must be dealt with according to Florida's unique rules.
- Time factors are involved in filing and/or objecting to claims against the estate.
- Estate taxes, gift taxes, or inheritance taxes must be considered if the estate exceeds certain thresholds.
Mr. Miccolis can assist in these matters, as well as with other issues that may arise during the probate administration process.
Talk to a Knowledgeable, Compassionate Florida Estate Planning Attorney
Whether you or a loved one needs assistance with first-time estate planning, or if you need to update an existing estate plan, Mr. Miccolis can provide advice and guidance to ensure your wishes are carried out in the future. For a free initial consultation, please email or call (813) 504-7136, and you will speak with Mr. Miccolis directly. He provides mobile services, arranging meetings at homes and hospitals for his clients' convenience.