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. It 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 also designate someone to manage your financial affairs should you be unable to do so.

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.

Wills, Trusts, and Estate Attorneys

A very basic estate plan includes having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be 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 or estate planning attorney to provide you with legal guidance and draft the appropriate documents – often for a discounted fee.

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.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

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