THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
Want to do better with your money but still don’t understand what impact investing means? I've got the information you need, with options from basic ESG funds to all-in activism. Time to stop feeling overwhelmed and start investing like you care about our world.
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Finding out you're a trust fund beneficiary usually feels like being gifted a Ferrari with no keys. In this episode, I break down the five essential questions every new trust beneficiary needs to ask to stop feeling confused and overwhelmed. It's time to understand exactly what you've inherited and what control you have over it.
Ask Me Anything! Inheritance and Taxes
From federal estate taxes to the SECURE Act's 10-year rule, this episode unpacks the tax surprises waiting for unprepared inheritors. Learn why procrastination with inherited retirement accounts could trigger a tax nightmare and discover why the most effective inheritance tax strategy happens before death, not after.
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
The stock market is taking a nosedive thanks to Trump's surprise tariff announcement, but I'm cutting through the hysteria to tell you what's actually happening to your investments. These massive new import taxes are spiking inflation fears, tanking corporate outlooks, and have investors running scared—but reacting emotionally is REAL threat you should be worried about.
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.