Katherine Fox, CFP®, CAP®

Heir Necessities

Business EN ↓ 57 episodes

Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has str...

Author

Katherine Fox, CFP®, CAP®

Episodes

Understanding Wealth and Guilt 12.04.2024 10:49

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...

January-March 2024 Stock Market Review & What Comes Next 08.04.2024 8:09

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...

Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families 20.02.2024 36:14

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...

What Inheritors Need to Know about Taxes 16.01.2024 28:26

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...

What Inheritors Need to Know about Wills, Trusts, and Probate 27.11.2023 22:51

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...

What Inheritors Need to Know about Charitable Giving 23.10.2023 24:33

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...

Protecting Digital Privacy After Death 04.10.2023 25:59

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...