The Leaflet
Inheritance, financial planning, investing, and philanthropic news
What Inheritors Need to Know about Concentrated Stock Positions
Inheritors dealing with a concentrated stock position will have a different set of questions and concerns than those who built or grew a concentrated stock position during their lifetime. Get the scoop on the tax consequences of inherited positions, how to diversify inherited holdings, and the risks and benefits of holding concentrated stock positions.
What Inheritors Need to Know about Wills, Trusts, and Probate
Read transcript highlights or listen to the full episode to learn how to prepare to be the executor of an estate, all about the probate process, benefits of inheriting through a Revocable Living Trust, the most common types of trusts to inherit from, and what it means to “bust a trust.”
What Federal and State Taxes do Beneficiaries Pay on Inherited Wealth?
Five taxes most commonly apply to estates and inheritors: federal estate tax, state estate tax, state inheritance tax, income tax, and capital gains tax. How much tax you will owe depends on where the deceased person lived, where you live, the size of the estate you are inheriting from, and the types of assets you are inheriting.
5 Ways a Financial Advisor can help you Plan for Inherited Wealth
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
10 Questions for Financial Advisors
Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.
Managing Concentrated Stock Positions
Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.
The Peloton Brief: Margin in Falling Markets
Exploring the case study of Peloton’s former CEO and co-founders sheds light on the dangers of margin loans in turbulent markets.
(5 minute read)
Get more from your cash
Cash may not be king again (yet), but with interest rates continuing to rise it may be time to re-evaluate the best option for managing your liquid cash.
(5 minute read)
Navigating Sudden Wealth
CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.
Preparedness
An unexpected hide-a-key experience leads to musings on the importance of preparation in life and financial planning.
(3 minute read)
Money and Partnership
Romantic relationships and money. Do I need to say more?
(3 minute read)