The Leaflet
Inheritance, financial planning, investing, and philanthropic news
Help! I'm Inheriting Millions But Don't Know Anything About Money
An insider’s perspective on navigating the overwhelming process of managing inherited wealth when you're starting from scratch. Learn the essential building blocks EVERYONE needs to understand before or after receiving an inheritance.
I got an inheritance - what should I do with it?
Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values.
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Join me as I unpack how the Fed's rate cuts, election buzz, and global uncertainty drive stock market volatility. This short, jargon-free market recap has the news and advice you need, whether you're a crypto connoisseur or still trying to figure out what a stock actually is.
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Learn how to craft an investment strategy that aligns with your lifestyle and future goals, from understanding risk tolerance to navigating liquidity. Read, watch, or listen for the practical tips current and future inheritors need to make informed decisions about family wealth.
How is Inherited Property Taxed?
Essential capital gains, estate, and income tax considerations for inheritors. Whether you've inherited a primary home, vacation property, or multiple rentals, learn what you need to minimize your tax exposure and make informed decisions about your inherited assets.
Trust Fund Blues: Rich on Paper, Stressed in Reality
Read, listen, or watch to explore common misconceptions about the trust fund lifestyle and the reality trust beneficiaries face. If your trust is stressing you out, you aren't alone. I've got the practical advice you need to start navigating your trust with confidence.
Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors
Whether your priority is making a positive impact, ensuring long-term financial stability, or anywhere in between, you need to understand the difference between active and passive investing and which one is a better fit for you and your inheritance.
7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families
Essential techniques for navigating disputes and tension in ultra-high net worth (UHNW) families. In this guest post from Suzy Reidman of Given Not Earned, you’ll get practical tips for brainstorming solutions, setting expectations, and implementing a conflict resolution process to preserve family harmony during family business and inheritance discussions.
What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)
Dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers. Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group.
Why you need an inheritance financial advisor if you’re inheriting an IRA
Learn when you NEED a professional in your corner after inheriting an IRA. Recent legislation shifted the game for inheritors. Get the expert help you need to avoid getting tripped up by taxes, penalties, or timelines.
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
Dive into that awkward money talk you've been avoiding with your folks. In this episode, I give you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table.
Because most of us never got a crash course in "How to Handle Your Family Fortune 101."
How are inherited stocks taxed when sold?
If you’re struggling to understand the tax differences between stock held in a revocable versus irrevocable trust, what the step-up in basis means, or the difference in tax treatment for stock inherited in taxable versus pre-tax accounts, this post is for you.