THE LEAFLET

Practical resources for inheritors

All the inheritance, financial planning, investing, and philanthropic news you need to know

Find what you’re looking for fast…

Katherine Fox 9/26/23 Katherine Fox 9/26/23

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.

Katherine Fox 10/17/22 Katherine Fox 10/17/22

Your Giving, Your Way

Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.

(4 minute read)

Katherine Fox 9/22/22 Katherine Fox 9/22/22

Tax Efficient Charitable Giving

Exploring easy ways to continue or increase your charitable giving while taking advantage of common tax benefits.

(5 minute read)

Katherine Fox 9/12/22 Katherine Fox 9/12/22

New Journey, New Mission

Reflections on my own journey to the realization that wealth creates an opportunity and obligation to give back.

(3 minute read)