The Leaflet
Inheritance, financial planning, investing, and philanthropic news
What Should You Do With an Inheritance From Your Parents?
Guidance to help you understand and organize an inheritance from your parents and the essential steps heirs need to take after parents die.
What To Do With a Windfall: Managing Sudden Wealth
Essential steps you need to take after receiving a windfall, whether it’s an inheritance, business sale, lottery winnings, or a settlement payout.
Sunnybranch 5/5/90 Inheritance Rule Featured in The New York Times
My 5/5/90 Rule for managing an inheritance was recently featured in The New York Times. What do younger inheritors need to know beyond this advice?
How Does A Trust Work?
The key details inheritors need to know about how trusts work, different types of trust funds, what happens to a trust after someone dies, and how trust funds pay out.
What To Do If You Inherit A House With Siblings
Everything you need to know about inheriting property with siblings, buying siblings out of an inherited house, and managing disagreements when you inherit a house with siblings.
What happens when you inherit money?
A guide for inheritors struggling to figure out what happens when you inherit money, the steps of the inheritance process, and when your inheritance will arrive.
Three Advantages (and One Disadvantage) of Trusts Versus Wills
If you’re navigating an inheritance, talking to your parents about their estate plan, or creating your estate plan, you need to understand the advantages and disadvantages of trusts versus wills.
What Happens when you Inherit Money from a Trust?
Inheriting wealth from a trust and wondering how to get money, if you’ll pay taxes, and what else happens next? It depends on the type of trust you are inheriting from and the provisions that the grantor (the person who wrote the trust) included.
5 Things All Inheritors Should Know About Probate
The information you need to know about probate, whether you’re going through it now or trying to explain to your parents why they need to update their estate plan to avoid probate after they die.
What are the Differences Between Wills and Trusts?
There are simple and clear differences between wills and trusts. Get a breakdown of the what, why, and how of wills and trusts to understand their purpose and what they may mean for your inheritance.
5 Things I Wish Everyone Knew About the Inheritance Process
Save yourself time and heartache by learning the five things everyone needs to know about what happens after a loved one dies.
5 Things To Do With Inherited Wealth
The five most common places inheritors of multi-million dollar estates should look to when building a plan to manage their inheritance.