Estate Planning



Estate Planning

Often an uncomfortable topic, estate planning doesn’t have to be a chore! At its core, estate planning involves leaving behind a legacy and making sure your loved ones that succeed you are well taken care of. Dealing with these vital decisions today will help make the transition smooth and pay off in many nights of stress-free sleep!

We can help you put in place a plan that protects you from loss of income due to disability or critical illness, or even premature death. We can further help ensure the taxes on your assets left to heirs will be minimized.

Estate Planning: Introducing the Willing Wisdom Index

This checklist is your guide to an estate plan that reflects your personal wishes. And it is at no cost to you!

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.

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