The Leaflet
Inheritance, financial planning, investing, and philanthropic news
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.
How to Talk to Your Parents About Estate Planning
Are you wondering how to talk to your parents about estate planning? Or why it’s important? Wherever you’re at, I’ve got the reasons you NEED to talk to your parents about their estate plan and tested & proven strategies to get your parents to open up about their end-of-life wishes and estate plan.
How To Invest An Inheritance
A guide through the process of investing inherited wealth. Get insights into financial strategies, the emotional aspects of managing new wealth, and the importance of finding a trusted partner to help navigate your new financial landscape.
What Should You Do After Inheriting Money From Your Parents?
Understand the importance of reflection after death and learn what steps to take to build a long-term plan to manage an inheritance from your parents in line with your personal and financial goals.
Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families
Inheritors who are building families non-traditionally or are the result of a non-traditional family-building process have a unique set of inheritance and estate planning concerns. Listen to Katherine interview Tabitha Koh, Managing Partner at Bouneff, Chally, and Koh as she breaks down the most important issues you need to watch.
What is ESG Investing?
Hearing about Environmental, Social, and Governance (ESG) investing but don't really understand what ESG investing means or if ESG investing is good? Learn everything you need to know here.
What to do with Inherited Money?
There are a lot of things you CAN do with your inheritance. Deciding what you WILL do with your inheritance should be done with an understanding of the financial trade offs of putting funds towards one goal over another.
What should you do if you inherit a lot of money?
A comprehensive guide providing advice on how to navigate emotional, logistical, and financial challenges after receiving a significant amount of inherited wealth.
Impact and ESG Investing Across Public and Private Markets
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on the difference between impact investing, ESG, and SRI; impact investing in the stock market versus private markets; key issues with ESG investing; impact investing and risk versus return in public and private markets; and how quarterly returns can work against investor’s impact goals in public markets.
How do you Manage Guilt Over Inherited Wealth?
Struggling with guilt after inheriting wealth is a very common experience. Taking a step back and assessing how you want to steward, grow, and give your inheritance can help you manage feelings of guilt and create new, positive associations with inherited wealth.
How your Wealth can Support Democracy in 2024: Combatting Voter Suppression
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.
How to Manage an Inheritance
The steps you need to take to manage your inheritance, make smart financial decisions, and build a plan to use your inherited wealth to create positive impact and support your vision for the future.