The Leaflet
Inheritance, financial planning, investing, and philanthropic news
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.
Everything Inheritors Need To Know About Impact and ESG Investing
Everything inheritors need to know about impact and ESG investing and how you can create positive impact while growing your wealth.
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.
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.
The Complete Guide to Donor Advised Funds Versus Private Foundations
An in-depth breakdown of the benefits and drawbacks of Donor Advised Funds and private foundations and the rules, tax benefits, and set-up/ongoing requirements for each giving vehicle.