The Leaflet
Inheritance, financial planning, investing, and philanthropic news
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.
How your Wealth can Support Democracy in 2024: Combat Election Disinformation
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.
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.
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.