The Leaflet
Inheritance, financial planning, investing, and philanthropic news
Everything Inheritors Need To Know About Trusts
Learn everything inheritors need to know about trusts, whether you have already inherited from a trust or think you may in the future.
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.
What To Do After Inheriting A House
Learn what you need to know after inheriting a house and how to manage an inherited home, whether you have recently inherited property or think you may in the future.
Understanding Wealth and Guilt
Learn why many inheritors feel guilt about inherited wealth and how to use philanthropic, personal, and political giving to move beyond guilt to create positive associations with inherited wealth.
How Do You Receive Money from an Inheritance?
Learn how you receive money from an inheritance and the 10 steps that need to happen between a loved one’s death and receiving an inheritance.
How Can Inheritors Redistribute Wealth?
A guide for inheritors who want to redistribute their inheritance to promote a more fair and just society and the equal distribution of wealth, land, and power in the United States.
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.
How Does a Beneficiary Get Money From a Trust?
How beneficiaries get money from a trust depends on the terms of the trust, the type of trust, the skill of your trustee, and the complexity of the estate from which you are inheriting.
No matter your situation, this post has the information you need to understand when you will get access to money from your trust.