Heir Necessities is on summer break

Heir Necessities is on summer break

Heir Necessities is officially on summer break. This fall will be the beginning of Season 5, and I'm excited about what we have in store for you. If you have any episode ideas or suggestions, please reach out - I would love to hear from you. In the meantime, I'm not going anywhere. You can get in touch by reaching out over email at katherine@sunnybranchwealth.com [katherine@sunnybranchwealth.com], check me out on Instagram @sunnybranchwealth, and if you've been meaning to book that intro call, now is a great time to do it. I hope you and your family have a great summer, and we will be back with the podcast in September! Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

How to ask your rich parents for money (and actually get it)

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-asking-parents-for-money Your parents told you they want to give you money.  But they haven’t done anything yet.  And it's been months, or even years.  So what can you do to move things along? Would you believe me if I told you a PowerPoint is your best next step?  Seriously, head on back to junior year of high school and dust off those animation and fly-in skills. In this episode, I teach you how to build an A+ presentation that will get your parents to give you money.  This is a skill set I've been building since I was sixteen, and now I'm giving you all my tips and tricks: * Finding the right setting  * Framing a shared fear * Getting vulnerable with your balance sheet  So you can stop dancing around family money conversations and get down to serious business.  Whether you’re seeking help with a house, college funding for your kids, or just more open money conversations in your family, this episode has what you need to know. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Death, taxes, and trust funds: your full guide

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/trusts-after-death Ever wondered what will happen to your parents' trust after they die? You're not alone.  Most inheritors have the same question.  Unfortunately, there isn't a single straightforward answer.  In this episode, I’m unpacking what happens to a trust at death and what that could mean for you.  Listen, watch, or read to learn: * The difference between a revocable and irrevocable trust  * When a trust does or doesn't get a step-up in basis (+ what the step-up in basis actually is)  * What it means to inherit from a trust versus inheriting assets held in trust If you spend 10 minutes with this episode, you'll know exactly what you’re dealing with. It's a must-listen if you're a grantor, beneficiary, or future trust fund kid.  And if you’re looking for additional resources, grab my free Guide for Trust Fund Kids here: https://sunnybranch.myflodesk.com/trustfundkids [https://sunnybranch.myflodesk.com/trustfundkids] Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The estate planning traps your attorney didn't tell you (+ how to fix them)

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-estate-planning-traps Most rich families think signing their estate documents means the job is done. Spoiler alert: it doesn’t. This is just one of the most common estate planning mistakes wealthy families make.  And your attorney isn’t going to warn you about ANY of them.  In this episode, I’m telling you how to avoid the estate planning traps that are going to cost your heirs. We’re breaking down the pitfalls rich people constantly fall into, including: * Overly complicated documents  * Unfunded trusts * The set-it-and-forget-it disaster So you don’t make the same mistakes. Read on to learn how to make your estate plan foolproof. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

PSA: Your Inheritance Isn't a Retirement Plan (Unless You Want to End Up Broke)

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-inheritor-retirement-planning I meet too many future inheritors who have been told they don’t need to save for retirement because they’re going to inherit millions. Here’s the truth: your future inheritance is not a “get out of savings free” card. People in wealthy families need to plan for retirement just like everyone else.  The question is: how do you plan for a future inheritance that isn’t guaranteed? In this episode, I’m breaking down how to build a retirement strategy that works regardless of if, when, or how much you inherit. We’re covering the saving strategies future inheritors often overlook, including: * Taking advantage of Roth accounts (even if you’re a high-income earner) * Maximizing flexibility in a taxable brokerage account * Avoiding the tax traps that can reduce the value of inherited accounts  The goal: a retirement plan where your inheritance is the cherry on top. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.