The Leaflet
Inheritance, financial planning, investing, and philanthropic news
What to ask about Inherited Stock Held in Trust?
Inheriting stock may enable you to experience financial freedom and live a life that you thought was beyond your dreams. But if you aren’t able to understand the size and holdings of your trust or feel like your trustee has become a financial babysitter, it can be hard to feel confident in your vision for the future.
How your Wealth can Support Democracy in 2024: Getting Out The Vote
We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future.
What to ask a Financial Advisor about Inheriting Stock?
Many people who inherit stock positions need support from a financial advisor, but it can be difficult to know what questions to ask, especially if your advisor doesn’t specialize in working with inheritors.
What Inheritors Need to Know about Concentrated Stock Positions
Inheritors dealing with a concentrated stock position will have a different set of questions and concerns than those who built or grew a concentrated stock position during their lifetime. Get the scoop on the tax consequences of inherited positions, how to diversify inherited holdings, and the risks and benefits of holding concentrated stock positions.
Why everyone was wrong about the stock market in 2023 and what it means for 2024
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch this easy-to-digest 7-minute recap covering:
What happened in 2023 and why everyone was wrong
What experts are expecting in 2024
Why I don't put too much stock in expert opinions
3 essential financial planning tasks for January 2024
What Inheritors Need to Know about Wills, Trusts, and Probate
Read transcript highlights or listen to the full episode to learn how to prepare to be the executor of an estate, all about the probate process, benefits of inheriting through a Revocable Living Trust, the most common types of trusts to inherit from, and what it means to “bust a trust.”
What Federal and State Taxes do Beneficiaries Pay on Inherited Wealth?
Five taxes most commonly apply to estates and inheritors: federal estate tax, state estate tax, state inheritance tax, income tax, and capital gains tax. How much tax you will owe depends on where the deceased person lived, where you live, the size of the estate you are inheriting from, and the types of assets you are inheriting.
What Inheritors Need to Know about Charitable Giving
Read transcript highlights or listen to the full episode to learn: everything you need to know about community foundations, the basics of charitable bequests made through wills, trusts, and by beneficiary designation, all about Donor Advised Funds, gifting with family after a loved one dies , and common estate disputes involving charitable gifts
Protecting Digital Privacy After Death
Podcast episode 1 featuring security expert Gennie Gebhart of the Electronic Frontier Foundation. Listen to learn how to to access, manage, and protect digital information after a loved one dies.
5 Ways a Financial Advisor can help you Plan for Inherited Wealth
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
10 Questions for Financial Advisors
Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.
Managing Concentrated Stock Positions
Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.