7 Estate Planning Mistakes High-Net-Worth Families Make in Scottsdale
Estate planning is one of the most effective tools high-net-worth (HNW) families have to protect wealth, reduce taxes, and preserve legacies. Yet even in affluent communities like Scottsdale, many retirees and families fall into avoidable traps. These missteps can lead to unnecessary taxes, probate delays, family disputes, and diminished legacies. Below, we break down the […]
Keys to Designing Wealth for Lifestyle, Not Just Legacy Planning
When most people hear the term legacy planning, they think about wills, trusts, or estate taxes. Important as those are, they only tell part of the story. At Bradley Wealth, we believe designing your life and legacy around true wealth isn’t just about what you leave behind. It’s about how you live today and how […]
How to Talk to Your Children About Inheritance
For many families, conversations about inheritance bring up deep emotions, conflicting expectations, and questions of fairness. Yet avoiding the topic only increases the likelihood of confusion, resentment, or legal disputes down the line. With the most significant intergenerational wealth transfer in history currently underway — estimated between $70 trillion and $124 trillion over the coming […]
Capital Gains Tax Planning for Retirees
Many retirees have spent decades building wealth, but few realize how profoundly capital gains taxes can erode retirement income and legacy goals. Whether you are living off investment distributions or wanting to pass your assets to the next generation, understanding capital gains tax planning for retirees is essential to preserve what you worked so hard […]