Estate Planning in Melbourne, FL

Estate planning sign on a wooden pier with tall buildings in the background

Effective Legacy & Estate Planning for Retirees

Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Wills, Trusts, and Estate Attorneys

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

It’s important to realize that estate planning isn’t just about preserving and distributing your assets after you’ve died. Estate planning is a crucial part of preserving and managing those assets during your retirement years as well.

When it comes to estate planning, the basic package consists of having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. It won’t cost you a lot to get these items in place, and the peace of mind these estate planning tools can provide is priceless.

Get Your Estate and Legacy Planning Consultation with Arbor Financial 

Through our long-standing relationships with legal financial professionals in the area, we can recommend a qualified trust and estate lawyer/attorney to provide legal advice and write the required documents. Plus, they’ll often give you a discount because of our relationship with them. Contact Arbor Financial in Melbourne, FL to protect your legacy and beneficiaries.

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 Arbor Financial Services of Florida. All Rights Reserved. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida and Sound Income Strategies, LLC are not associated entities. Arbor Financial Services of Florida is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.

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