THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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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.
I got an inheritance and I’m paralyzed by guilt - what do I do?
Feeling guilty after getting an inheritance is a lonely, but common, experience. Learn how to identify the source of this guilt, explore ways to create a new relationship to inherited wealth, and define your unique legacy as an inheritor.
What is the best way for grandparents to pay for college?
Understand the logistics of planning to pay for your kids' college education with grandparent support, including: how to open education funding discussions with your parents, the best places to save money for your kids’ future, and how to avoid over-funding 529 accounts. Includes helpful advice for grandparents!
6 Questions You NEED to Ask if Your Inheritance is in a Trust Fund
Empower yourself to exercise your legal rights, understand when and how you can take distributions from an inherited trust, and start building a positive relationship with your trust fund.
What To Do if 3 Siblings Own Property Together?
Common pitfalls for siblings who inherit property jointly, tips for managing a property inherited jointly with siblings, and how to plan ahead if you think you and your siblings will inherit property together.
What Should You Do With an Inheritance From Your Parents?
Guidance to help you understand and organize an inheritance from your parents and the essential steps heirs need to take after parents die.
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.