Expertise
Taxes, personal finance
Education
University of Massachusetts Amherst (BS)
About
In the press
Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They're also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They're also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Derek
What is a joint trust?
Updated January 14, 2022 | 5 min read
A joint trust is a single trust that’s created and funded with assets from two spouses
Your guide to charitable tax deductions
Updated January 10, 2022 | 8 min read
Most people can deduct at least $300 to $600 of charitable donations made in 2021.
What is a trustee?
Updated January 07, 2022 | 6 min read
A trustee is the person who manages your trust and an important part of your estate plan
More related articles