THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Everything current and future inheritors need to know about inheriting and taxes. Listen to explore the difference between the taxes an estate will pay and what you, as an inheritor, will be responsible for handing over to the IRS. I walk you through it all, from the step-up in basis to some serious knowledge about inherited IRAs.
From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.
Four ESSENTIAL questions new inheritors need to ask
You inherited millions—now what? From emotional readiness to trust fund navigation, these four questions will guide your journey to becoming confident and secure in your new identity as a person with wealth.
A complete guide to inheritance and taxes for younger inheritors
Wondering if you'll owe taxes on your inheritance? From state inheritance taxes to IRA distribution rules, this guide breaks down everything inheritors need to know about dealing with the IRS after getting an inheritance.
What to do with inheritance: a step-by-step guide
A practical roadmap for your first year as an inheritor. Whether you're feeling overwhelmed by your new financial reality or trying to figure out how to build a meaningful legacy, this post will help you move forward with confidence and clarity.
I got an inheritance - what should I do with it?
Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values.
How is Inherited Property Taxed?
Essential capital gains, estate, and income tax considerations for inheritors. Whether you've inherited a primary home, vacation property, or multiple rentals, learn what you need to minimize your tax exposure and make informed decisions about your inherited assets.
7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families
Essential techniques for navigating disputes and tension in ultra-high net worth (UHNW) families. In this guest post from Suzy Reidman of Given Not Earned, you’ll get practical tips for brainstorming solutions, setting expectations, and implementing a conflict resolution process to preserve family harmony during family business and inheritance discussions.
Why you need an inheritance financial advisor if you’re inheriting an IRA
Learn when you NEED a professional in your corner after inheriting an IRA. Recent legislation shifted the game for inheritors. Get the expert help you need to avoid getting tripped up by taxes, penalties, or timelines.
How are inherited stocks taxed when sold?
If you’re struggling to understand the tax differences between stock held in a revocable versus irrevocable trust, what the step-up in basis means, or the difference in tax treatment for stock inherited in taxable versus pre-tax accounts, this post is for you.
Do you need a financial advisor after getting an inheritance?
Everything inheritors need to know about hiring a financial advisor. Learn when you NEED professional help after getting an inheritance and discover how a financial advisor can help you use inherited wealth to redefine and realize your life goals.
What should you do after inheriting investments?
5 ESSENTIAL steps inheritors need to take after inheriting investments. Learn how to transfer assets into your name, understand the tax implications of inherited assets, and build a plan to manage, grow, and give inherited assets in line with your values and long-term goals.