About
Derek is a former senior editor and personal finance expert at Policygenius, where he specialized in financial data, taxes, estate planning, and investing. Previously, he was a staff writer at SmartAsset.
In the press
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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 generation-skipping trust?
Updated | 5 min read
A generation-skipping trust helps you transfer money and assets to someone who is at least 37.5 years younger than you, while minimizing estate taxes
What is a joint trust?
Updated | 4 min read
Couples may benefit from creating a joint revocable trust as part of their estate plan
How are trusts taxed?
Updated | 6 min read
Trust income taxes vary based on the type of trust and type of income
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