Estate Planning

Have you considered your legacy?

Your estate plan should be a reflection of the legacy you want to leave. And it’s much more than your assets. Your legacy is your personal values, the memories held by your loved ones, and your entire belief system.

Legacy Planning

Your advisor and estate planning specialist will turn your wishes into your documented legacy, explaining how your assets will be distributed under relevant tax laws. Our goal is to minimize administrative burdens on your estate and maximize the value distributed to your loved ones and any other organizations you choose to support.

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Trust Services

Estate planning is not complete with wills or trusts that give legal instructions on where your assets should go upon your death. We coordinate the creation of a will or trust to fit your specific needs. One of the most important decisions is naming a trustee who will carry out the role according to your precise wishes. After working hard to reach your financial goals, you deserve the counsel of Bradley Wealth fiduciaries who possess broad expertise and big hearts.

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New to Arizona?

Welcome to the real winter wonderland! If you moved to Arizona within the last two years, you’ll want to ensure all of your estate planning documents adhere to our state laws. We can help you update the following documents:

• Wills, living wills, or trusts
• Financial Power of Attorney
• Healthcare Power of Attorney & HIPAA authorizations
• Deeds (deeding your Arizona property to your Trust, or consider a Beneficiary Deed)
• Arizona Department of Transportation vehicle beneficiary deed

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When Should I Start Worrying About Putting Together My Estate Plan?

More than half of the U.S. adult population does not have a will. Without a will, we leave our loved ones unprotected in managing the assets we leave behind. Trusts can also be a smart addition to your estate planning. It’s never too early to begin planning your estate, but most people begin when they have accumulated assets, both real property and savings.

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A Brief Guide to Estate Planning

Peace of mind knowing your loved ones are taken care of once you’re gone is a great gift.

That’s what we’re here for. We can walk you through the steps so you don’t feel like you’re going into things alone. We’ll make this guide simple to follow, too, so you can get back to living your Ideal Life!

Download The FREE Guide

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In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.