Heir Necessities

Understand why many inheritors feel guilt about inherited wealth and how to move beyond guilt to create positive associations with inherited wealth.  Connect with Katherine and Sunnybranch Wealth: Manage guilt over inherited wealth: https://www.sunnybranchwealth.com/blog/managing-guilt-inherited-wealth Instagram: www.instagram.com/sunnybranchwealth/ Website: www.sunnybranchwealth.com/ Book a FREE...

An easy-to-digest recap of stock market and economic performance in the first quarter of 2024 and my view on what could be coming next.  Connect with Katherine and Sunnybranch Wealth: How to protect democracy with your 2024 giving: https://www.sunnybranchwealth.com/philanthropy Instagram: www.instagram.com/sunnybranchwealth/ Website: www.sunnybranchwealth.com/ Book a FREE consultation: https://cal...

If you created your family non-traditionally, or are the product of a non-traditional family-building process, get the information you need to ensure you and your children are legally protected. An interview with Tabitha Koh, managing partner at Bouneff, Chally & Koh, a boutique law firm providing legal care for families of all kinds and at all stages. The BEST kid's book for non-traditio...

Join Katherine as she talks with Sheri Karpa, CPA at Opsahl Dawson, about what inheritors need to know about taxes after someone dies.   Learn more about Sunnybranch wealth: www.sunnybranchwealth.com Download the FREE Sunnybranch guides for inheritors: www.sunnybranchwealth.com/newsletter-download Connect with Opsahl Dawson: www.opsahlco.com/ Disclosures: https://www.sunnybranchwealth.com/disclosu...

Join Katherine as she talks with Ashley Sundar, estate attorney and founder of Sundar Law, about what inheritors need to know about wills, trusts, and probate.  Learn more about Sunnybranch wealth: www.sunnybranchwealth.com Download the FREE Sunnybranch guides for inheritors: www.sunnybranchwealth.com/newsletter-download Connect with Sundar Law: www.sundarlaw.com Disclosures: https://www.sunnybran...

Join Katherine as she talks with Rebecca Bibleheimer, Senior Complex Gifts Officer at the Oregon Community Foundation, about what inheritors need to know about charitable gifts made through their parent's or grandparent's wills.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the...

Join Katherine as she talks with Gennie Gebhart, digital privacy expert at the Electronic Frontier Foundation, about how to access, manage, and protect a loved one's digital estate after death. Video recording and full transcript available at https://www.sunnybranchwealth.com/blog/protecting-digital-privacy-after-death Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment a...