THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
The stock market is taking a nosedive thanks to Trump's surprise tariff announcement, but I'm cutting through the hysteria to tell you what's actually happening to your investments. These massive new import taxes are spiking inflation fears, tanking corporate outlooks, and have investors running scared—but reacting emotionally is REAL threat you should be worried about.
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Everything current and future inheritors need to know about inheriting and taxes. Listen to explore the difference between the taxes an estate will pay and what you, as an inheritor, will be responsible for handing over to the IRS. I walk you through it all, from the step-up in basis to some serious knowledge about inherited IRAs.
From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.
Four ESSENTIAL questions new inheritors need to ask
You inherited millions—now what? From emotional readiness to trust fund navigation, these four questions will guide your journey to becoming confident and secure in your new identity as a person with wealth.
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
In this quick-hit episode of Heir Necessities, I break down what happened in the 2024 market, why seven companies are carrying the whole market on their backs, and what Trump's policies around immigration and tariffs could mean for your investments in 2025.
Born on Third Base: Breaking Free from Inheritance Guilt
A deep dive into inheritance guilt - that messy cocktail of grief, privilege, and responsibility that hits so many inheritors. Whether you're grappling with survivor's guilt, family legacy issues, or just feeling weird about your unearned privilege, I'm breaking down why these feelings are normal and what you can do about them.
A complete guide to inheritance and taxes for younger inheritors
Wondering if you'll owe taxes on your inheritance? From state inheritance taxes to IRA distribution rules, this guide breaks down everything inheritors need to know about dealing with the IRS after getting an inheritance.
The New IRA Inheritance Rules: A Millennial Nightmare
Inheriting an IRA may not be the windfall you think it is. Discover why recent legislation means you could lose up to 50% of your parent's retirement savings to taxes, and learn critical steps you can take to protect your inheritance.
What to do with inheritance: a step-by-step guide
A practical roadmap for your first year as an inheritor. Whether you're feeling overwhelmed by your new financial reality or trying to figure out how to build a meaningful legacy, this post will help you move forward with confidence and clarity.
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.