04 December, 2020

Estate Planning: Introducing the Willing Wisdom Index

Imagine already knowing much of what you want included in your will before visiting your lawyer. We all know that saving time means saving big on legal costs. If you haven’t reviewed your will in the last 2 years, than this checklist is critical to your estate planning. The Willing Wisdom Index is your custom to-do list providing a step-by-step map to improve your estate plan. It’s simple. Click the link and answer the questions truthfully. No one will ever see your answers unless you want to share it. Upon completion, your confidential assessment, including a detailed action plan, will be sent to you addressing any deficiencies. You can choose to share the results with us at Bradford Wealth Partners but are in no way obligated. http://tinyurl.com/v2ne9no

 

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