Category: Legacy

What Is a Family Trust and Do You Need One?

Man sitting at a desk working with a tablet and digital pencil.

If you’ve built significant family wealth, you’ve likely wondered whether a family trust is the right tool to protect your legacy. Trusts can offer privacy, control, and peace of mind, but they also come with complexities that deserve careful consideration. At Bradley Wealth, we believe wealth isn’t just about numbers — it’s about meaning. As […]

Advice on Starting a Conversation About Generational Wealth

Smiling man in a blue button up shirt sitting on the bow of a boat.

Talking about money is never easy, even within families. Yet open, honest conversations about wealth are some of the most important you’ll ever have. Starting a generational wealth conversation with your family can help you build trust, share your values, and discuss the life you want to build together. At Bradley Wealth, we believe these […]

7 Estate Planning Mistakes High-Net-Worth Families Make in Scottsdale

Couple assessing their finances on a laptop while sitting on a couch.

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

Businessman walking down a sidewalk while looking at his phone on a fall day.

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

Smiling parents having a discussion at the kitchen table with their son.

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 […]