THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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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.
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
Dive into that awkward money talk you've been avoiding with your folks. In this episode, I give you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table.
Because most of us never got a crash course in "How to Handle Your Family Fortune 101."
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.
2nd Quarter Stock Market Review and What Comes Next?
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch or listen to my 5-minute market recap covering all the information you need to know.
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.
First Quarter 2024 Stock Market Performance and Economic Outlook
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Listen or watch this easy-to-digest 8-minute recap covering the biggest news your NEED to know.
The Truth About Impact Investing
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on greenwashing in impact investing, the difference between impact investing and ESG, and return expectations for impact investments.
How To Invest An Inheritance
A guide through the process of investing inherited wealth. Get insights into financial strategies, the emotional aspects of managing new wealth, and the importance of finding a trusted partner to help navigate your new financial landscape.
What is ESG Investing?
Hearing about Environmental, Social, and Governance (ESG) investing but don't really understand what ESG investing means or if ESG investing is good? Learn everything you need to know here.
Impact and ESG Investing Across Public and Private Markets
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on the difference between impact investing, ESG, and SRI; impact investing in the stock market versus private markets; key issues with ESG investing; impact investing and risk versus return in public and private markets; and how quarterly returns can work against investor’s impact goals in public markets.