Heir Necessities

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/gift-tax-rulesConfused about how the annual gift limit works? You’re not alone.If you’re an inheritor (or the parent of a rich kid), you may have fallen victim to this common misconception about the annual gift tax rules. Which means you could be missing out on a MAJOR gifting opportunity.The good news? You can pass down millions without ever owing a dime to the IRS.In this week’s episode, I explain what the gift tax exemption actually is, how it works, and strategies to get more money to the next generation without giving anything to the IRSLearn what you need to know about:Gift tax returnsGift-splittingThe lifetime gift tax exemptionSo you’re never limited by this rule again.This is the episode your parents need to hear.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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-trust-fund-playbookToday we’re revisiting one of the most-downloaded ever episodes of Heir Necessities.You just found out you’re a trust fund beneficiary. That’s great.But how are you supposed to know what that actually means?You need to know what questions to ask - and in this episode, I’m going to give you the five most crucial ones.Whether your trust is $1 million or $100 million, gaining a sense of confidence starts with understanding the rules of the game when it comes to:Distribution rightsTrustee relationshipsThe dreaded April tax billLet me give you the official trust fund playbook. 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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-generational-wealth-hackWealthy families need to know about this new hack that lets you transfer a HUGE amount of tax-free wealth to your kids. I’m not gatekeeping - full details and exactly how to execute this strategy yourself are all in this week’s episode of Heir Necessities. It starts with Trump Accounts (I know, I know) and ends with your 24-year-old having a Roth IRA worth $200,000+*Listen, watch, or read below for a full walkthrough of the savings strategy that is changing the game.From account opening and funding to understanding the Kiddie Tax rules and Roth conversions, I’m taking you through every step to set your kids up for future financial success.  Listen here to learn why this strategy is so exciting, and why I’m implementing it for my kids this year.--------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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-q1-recapIf you’re a young inheritor, you might wonder what you’re supposed to do when the market is down. Your parents are freaking out - is it a bad thing that you don’t really care? Spoiler: absolutely not. In this episode, I explain why a market downturn can be a HUGE opportunity for younger inheritors, and how you can position yourself to take advantage of the dip. If you’ve ever wondered about:Tax loss harvesting Roth conversions Investing more when the market is downThis is the episode for you. Read on for the advice you need to take advantage of the next stock market correction that comes your way. 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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/spending-recap-q12026Ever wonder what financial advisors actually spend their money on? This week I'm sharing a full Q1 2026 budget recap covering everything we spent in the first three months of the year. If you want to know how much we spend to pay down debt, educate our kids, maintain our home, eat, and satisfy our travel bug, this is the episode for you.Plus, you’ll learn how I track spending (but never keep a budget) as a future inheritor with a net worth over $5 million and family annual income of ~$400,000. I’m also sharing a full update on our basement renovation, including tips for inheritors who have never renovated a house (but want to in the future)! This episode is for everyone who thinks they spend too much, too little, or just wants to peek behind the curtain into my financial life.Because when I promise radical financial honesty, you’re going to get it. ---------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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/jointly-inherited-real-estateInheriting property jointly with your sibling(s) sounds simple enough…until it isn’t. What happens if one of you wants to sell and the other doesn’t?What happens if you both want to keep the house, but can’t decide who gets to use it when?What if you both want to live in it? There are a million ways this can go wrong. And when it does, the results can be relationship-ending.But it doesn’t have to be that way.In this episode, I break down the conversations you NEED to have while your parents are still alive.Because the best way to avoid this situation is to prevent it from ever happening.And if you’re already in the thick of a joint property ownership with siblings, I’ve got the advice you need - no matter which side of the issue you’re on.  --------------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. 

FULL EPISODE AND SHOW NOTES:  www.sunnybranchwealth.com/blog/rich-parents-money-fearsAre you trying to talk to your parents about money, but keep saying EXACTLY the wrong thing? In this episode, I'm breaking down the three biggest fears that drive every financial decision wealthy parents make. Then, I’m translating what those fears mean for you as an inheritor. Once you understand what's going on in your parents’ heads, these conversations get a whole lot less painful.This is what I do best: translate "rich white man" into advice that inheritors can actually use. Find the full report on ultra-high net worth families at: https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/----- 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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/inheritance-charitable-givingMost people assume that inheriting millions makes philanthropy easy.You have tons of money to write the big checks…right?!  But my personal experience as an inheritor, and professional experience working with other inheritors, tells a very different story. Learning to give money away in a way that feels personally impactful and meaningful is one of the hardest challenges many new millionaires face.It means fighting against everything capitalism taught you.It means coming to grips with your own version of “enough.” It means learning that giving money away doesn’t make you smarter than the people who are doing the work on the ground. Building a lifelong practice of charitable giving is one of the most fulfilling and rewarding parts of being a younger inheritor.It’s also the part that no one helps you with.But that’s about to change.If you’ve been writing checks but still feel like something major is missing in your giving, this episode is for you. -------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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/my-family-money-storyWhy do I think it’s so important to have honest conversations with your family about money? It all starts with my own story. In this episode, I take you back over 100 years to the woman who laid the foundation for my family's wealth. Join me as I walk through the four generations that grew, protected, and passed down the money my family has today. You’ll learn what the name Sunnybranch means, what my parents taught me about money as a teen, and how everything I learned about money growing up shaped the way I show up for inheritors like you. -------------------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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritorsWhat would happen to your money if you died tomorrow?Estate planning is one of those things that everyone knows they should do, but no one actually does. It's the "eat your broccoli" of the financial planning world. But if you're a current or future inheritor, estate planning isn't optional. In this episode, I cut through the noise of TikTok influencers pitching complicated trust structures to give you a clear breakdown of exactly what estate documents you need and why. I'll also tell you when a trust is worth it, when it's overkill, and the one mistake that could make your trust completely useless. If estate planning is on your 2026 to-do list, this is the episode that will get you moving. ---------------------------- 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. 

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/property-and-liability-insurance-inheritorsWhat you don't know about your homeowner's insurance could cost you everything. In this episode of Heir Necessities, I break down the biggest property + casualty insurance mistakes inheritors make, from underinsured homes to dangerous gaps in liability coverage.  I see these mistakes in most of the policies I review. They're probably hiding in your insurance, too. We're talking underinsured homes, water damage surprises, and the liability exposure too many inheritors don't consider. If you're a high-net-worth inheritor insured by State Farm or Geico, I need you to pay attention.Listen to this episode for all the information you need to make sure all your most valuable assets are fully protected in 2026.-------------------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. 

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricingSunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdfIf you're paying your financial advisor 1% and all you're getting is someone clicking buttons to manage your investments, I’ve got some bad news.You’re paying too much money for too little value. In this episode, I break down four levels of financial advisor service that (spoiler!) all cost you the same amount of money. I also explain what you should be getting for a fee that starts at 1% of assets under management. Listen for a rundown of Sunnybranch's full client service calendar, from January tax letters to year-end charitable giving strategies, so you can see exactly what comprehensive wealth management looks like. Whether you're an inheritor trying to figure out if your advisor is actually working for you, or you just realized you’re paying too much money for too little advice, this episode is your wake-up call. It's time to find an advisor who provides real value for the fee you pay them. 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. 

2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know. FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-moneyWe're renovating our basement and, yes, my parents are shelling out the full cost: $350,000. Before you judge, spend 10 minutes learning about the six-month conversation that got us here.From exploring an $800k+ ADU to navigating retirement community options and locations - this was the best and cheapest option for my parents. Spoiler: this episode isn't really about our basement reno. It's about how my family practices radical money honesty. It's about why multigenerational estate and wealth transfer planning matters. And it's about how to ask your parents for money in a way that feels good for you AND for them. I've been getting money out of my (equally bemused and reluctant) parents since the early aughts. This is the episode you need to get on my level and learn how to ask your parents for money...in a way that actually works. 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. 

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changesTax planning just went from "nice to have" to absolutely non-negotiable for inheritors.Here's why: Trump's One Big Beautiful Bill Act changed the game in 2026. The $15M estate tax exemption is now "permanent." The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state. There are new floors on charitable deductions. And once your income crosses $500K, phase-outs start kicking in that could cost you serious money if you're not planning ahead. In this episode, I walk you through the biggest changes you need to understand and explain why you need to be thinking about taxes year-round, not just in April. 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. 

FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recapWhat does sustainable investing look like when you're still making money under capitalism? In this episode, I sit down with Daniel McNabb, head of the Investment Team at Chicory Wealth, to dive into the uncomfortable reality of investing for good in public markets. We’re pulling back the curtain on how ESG and Impact Investing can help make our world better, even if they’re not a perfect solution. And while we don't directly address ICE in the episode, it's the topic hanging over both of our heads. Do you want to own companies that directly support the atrocities of the current administration's immigration crackdown?Plus, we cover how the Chicory portfolios at Sunnybranch work, the inevitable trade-offs of the stock market, and why voting proxies really matters.We also get a little spicy with our 2026 stock market predictions. Spoiler alert: we have different takes. If you want to know a little about the stock market and a lot about how to do better with your money, this is the episode for you.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. 

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-revealsWhat happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise "trust reveal party" on them? Spoiler alert: it gets messy. In this episode, I contrast two wildly different ways to talk to kids about money. Join me to explore why one path creates resentment and confusion, while the other builds trust and financial competence. If you're nervous about raising entitled rich kids, this episode is going to challenge everything you think you know about money and parenting. 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. 

FULL EPISODE AND TRANSCRIPT: My family spent $400,000 in 2025, and this episode breaks it all down with (maybe too much?) transparency. We spent $190,000 on our house and yard, put $60,000 on 0% interest credit cards when our renovation went over budget, and made some mistakes we're REALLY going to try not to repeat. Plus, I share what I'm happy with, where we could do better (spoiler: charitable giving), and why our spending probably won't go down much in 2026 even without a major renovation. If you want real talk about managing wealth as a millennial inheritor, this budget recap is for you. SHOW NOTES:Skip renovation content - go to 6:36Monarch Money - www.monarch.comSunnybranch 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. 

FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisorsMost financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers!  These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you?They will also let you explore what working with an advisor would look like day-to-day. If you're an inheritor and tired of feeling lost, listen for advice on choosing an advisor to help you navigate a current or future inheritance. LINKS10 Questions to Ask A Financial Advisor (blog post): https://www.sunnybranchwealth.com/blog/questions-for-financial-advisorsImpact Investing @ Sunnybranch: Quiz! Start herehttps://www.sunnybranchwealth.com/blog/impact-esg-investing Investing at Sunnybranch https://www.sunnybranchwealth.com/blog/impact-investing-explainedSunnybranch 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. 

FULL EPISODE AND SHOW NOTES @ www.sunnybranchwealth.com/blog/money-and-politicsMy market commentary this quarter is going to hit a little different.Instead of the usual recap of what the market did over the past three months, and what might be coming in the future, I'm covering the real questions I hear from my clients. Should I be opening a foreign bank account?Do I need to stop investing in the US? How can I prepare if the US economy and/or political system falls apart? I've got the answers you need about emergency planning, recession-proofing your portfolio, and the things you should absolutely NOT be doing.There's a lot of bad, fear-based advice out there. Don't let it trap you in a doom spiral that leads to financial mistakes. Hang with me instead, for the answers you need and the reassurance you can't find anywhere else. 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. 

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/investing-mistakesGetting a multi-million dollar inheritance comes with a lot of pressure. If you're feeling overwhelmed by all the financial decisions in front of you and worried you're going to make a mistake, this is the episode for you. Listen for a breakdown of the three most common investing mistakes I see new inheritors make from moving too fast (or not fast enough!) to making decisions with incomplete information or based on that TikTok you saw about crypto. I'll walk you through exactly what you *should* be doing after inheriting, to give you the confidence to start building a long-term investment strategy that aligns with your hopes, dreams, and values.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. 

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guiltCan’t think about your inheritance without running into a wall of guilt, shame, and anxiety?You're not broken. Actually, you’re almost painfully normal.Most inheritors I work with feel this way, but none of them have someone to share it with.That’s why I’m here. If you’re struggling with rich-kid guilt, this episode is for you. I dive into the root cause of these feelings, normalize the shame you carry, and give you concrete strategies to start breaking free from money guilt.If you only listen to one episode of Heir Necessities, this is the one.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. 

REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registrationFULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kidsDo you worry your kids will grow up to be entitled and clueless instead of kind, humble humans? This is the episode for you. Wealthy families are SO bad at talking about money.Your advisors tell you that you need to “protect” your money and your heirs, right?But that protection backfires when you create a vault of secrecy that your kids can’t crack. In this episode, I’m joined by Suzy Reidman, fellow inheritor and founder of Family Wealth Dynamics, for a behind-the-scenes look at what it means to grow up rich. We cover our personal experiences, how we talk about money with our kids, and promo our upcoming workshop on raising money-smart kids in wealthy families. 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. 

Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritanceHave you inherited millions or received a huge gift from your parents to buy a house? Just because you can afford that $3 million dream home, it doesn't mean you should buy it. As a financial planner specializing in inheritance, I understand that navigating a home purchase can be challenging when traditional mortgage rules don't apply. In this episode, I walk you through the framework I use to help Sunnybranch clients figure out how much house they can afford and, equally important, how much house they want. You'll learn about the hidden costs of homebuying, how inheritors can avoid buying too much house, and how different types of inherited assets may change your home-buying strategy. 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. 

Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kidsYour kids are already learning money lessons, whether you're teaching them intentionally or not. They're watching how you relate to money, how you talk about wealth, and how you handle your privilege. In this episode, I'm breaking down exactly how to get conscious about the money values you're passing down and how to have honest, age-appropriate conversations about family wealth. The big takeaway?Stop hiding your wealth from your kids - it's doing more harm than good. 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. 

Episode & Show Notes @ https://www.sunnybranchwealth.com/blog/july-investment-tea On this episode of Heir Necessities, I'm launching my new "Investment Tea" series. First and foremost, I'm an investment advisor. But I *hate* the way most advisors talk. It's all jargon that goes way too deep into topics 99% of people don't care about.I'm here for something different.So every quarter, I'm bringing you the Investment Tea. You'll get a quick, understandable summary of market news, along with the biggest economic and tax changes you need to know about. Each episode wraps up with the story of one of the companies in Sunnybranch's impact portfolio: a behind-the-scenes look at a company creating REAL change.In this episode of the Investment Tea you'll learn:Why international stocks are crushing the S&P500 What Trump's tax surprise means for you How solar panels can help fight forced labor...seriouslySunnybranch 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. 

Full episode and show notes at: www.sunnybranchwealth.com/blog/impact-investing-explained Tired of feeling like your investment portfolio doesn't reflect who you are? You're not alone. As a younger inheritor, you want your money to create positive impact. But instead of clear advice, you're bombarded with an alphabet soup of technical jargon. My mission is to make your choices clear and provide easy-to-understand information to help you make an informed decision about your investments. Listen to learn:The ESG myth that won't die The impact investing spectrumWhat impact options make sense for your life, goals, and values Whether you're skeptical that any companies are truly "good" or you're ready to take on more risk for greater impact, this episode has something for you. 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. 

Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questionsYou just found out you're a trust fund kid—congrats!But now what? In this episode of Heir Necessities, I'm cutting through financial jargon to give you the 5 questions you need to ask right away. The truth is, most new trust beneficiaries feel confused and powerless, even with a trust fund with multi-million dollars. Listen to the epsidoe to learn how to decode your trust document, build a team that's on your side, and avoid common tax surprises.  When you're done, you'll be one step closer to taking control over your financial future as a trust fund beneficiary. This is real talk for real inheritors—no judgment, just practical advice from someone who helps people like you navigate this weird new world. 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. 

Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-amaWondering how to avoid a massive tax bill when you inherit money? In this AMA, I answered people's questions about the taxes you may pay when someone dies. You'll learn why the 2020 SECURE Act dramatically changed the game for inherited retirement accounts and why waiting until year 9 to start withdrawals could be a financial disaster. Plus, I'll tell you the one conversation you need to have with your parents now—before it's too late to make the tax-saving moves that matter. This episode has the essential financial knowledge that no one teaches you but everyone needs, especially if you're a Millennial or Gen Z expecting an inheritance someday. 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. 

Episode and show notes at: www.sunnybranchwealth.com/blog/2025-tariffs-stock-market-crashThe global stock market is in freefall and everyone's freaking out about these massive new tariffs, but what does it actually mean for your money? In this episode, I'm cutting through the noise to explain exactly what's happening with Trump's sweeping global tariffs, why Wall Street is panicking, and why this might not be the economic win everyone expected from a "business president."I'll break down how these trade policies could impact everything from consumer prices to your retirement account, and give you straight talk about whether you should be making moves with your investments right now. 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. 

Ever get that pit in your stomach thinking about the tax bill that might come with your inheritance? As both a financial advisor and an inheritor myself, I've been there.In this episode, I'm breaking down exactly what you need to know about inheritance taxes. We'll cover when your inheritance is or isn't taxable, along with the taxes you'll need to watch out for in the decade after you inherit. Join me for a deep dive on the "step up in basis" and everything you need to know about the new tax rules for inherited IRAs.Whether you've already inherited or are trying to build your knowledge for when you do, this episode of Heir Necessities has you covered. 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. 

College is getting insanely expensive,  and if you're from a wealthy family, there's a good chance your parents (aka the grandparents) want to help with your kids' education. But navigating family wealth conversations can be awkward. In this episode, I'm breaking down everything you need to know about getting the grandparents involved in 529 college savings plans, including a tax strategy called forward funding that could be a game-changer for your family. Plus, I'll tell you the number one mistake I see my high-net-worth clients make with 529 accounts (hint: more isn't always better!) Whether you're expecting your first baby or your kids are getting ready to leave the nest, this episode will give you the roadmap you need to handle these conversations like a pro.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. 

 In this episode, I'm breaking down why everyone's freaking out about the "Magnificent Seven" tech companies, what their massive gains mean for your portfolio, and why putting all your eggs in the S&P 500 basket might not be the smartest move. Plus, I'll explain why Trump's proposed policies could shake things up in 2025 (hello, inflation!) and what that means for your long-term investment strategy. No fancy charts, no financial jargon – just real talk about what's happening with the market and what you actually need to do about it. Let's be honest, as a current or future inheritor, you need to know this stuff, but you shouldn't need an MBA to understand it.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. 

Episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-and-guiltLet's talk about the elephant in the room: inheritance guilt.You know the feeling. You just inherited millions, but instead of feeling excited or grateful, you're drowning in guilt. Maybe it's because you're still here while your loved one isn't. Maybe it's the weight of unearned privilege keeping you up at night. In this episode, I'm getting real about why so many inheritors struggle with these feelings and why it's so hard to talk about them with anyone - even therapists (yeah, I've got stories about that). As someone who's been there myself, I'm sharing my perspective on why this guilt shows up and what you can do about it. No sugar-coating, no BS - just honest talk about one of the most challenging, emotional aspects of inherited wealth that nobody prepared us for. 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. 

Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-an-inherited-iraThink inheriting your parents' retirement account will be straightforward? Think again. The 2019 SECURE Act completely changed the game for inherited IRAs, forcing most beneficiaries to empty accounts within 10 years. In this episode, I break down what these changes mean for Gen X, Millennial, and Gen Z inheritors, including the potential tax bomb waiting for you. Learn why your parents' estate plan might be way outdated, and discover the crucial conversations you need to have now to protect your future inheritance. Plus, get step-by-step guidance on navigating the complex world of beneficiary rules, RMDs, and tax planning.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. 

Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-money-financial-literacyYou won't magically know how to handle millions of dollars just because it's your name on the assets.In this episode, I pull back the curtain on what nobody tells you about building financial literacy as an inheritor and why it's totally normal to feel overwhelmed.As someone who's been there (yep, I'm an inheritor too), I'm sharing the exact building blocks you need to understand, whether you're actively managing inherited wealth or preparing for a future inheritance. No more feeling like you can't ask "basic" questions if you're inheriting a huge amount of money.And if you've ever felt frustrated trying to talk to your parents about their estate plan, I'm giving you the exact terms and concepts you need to know to have those conversations like a pro. Skip the Google spiral and join me for  real talk about managing generational wealth.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. 

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024Feeling lost in stock market madness? Don't sweat it – I've got your back. In this episode, we're diving Q3 2024's financial rollercoaster. I'm breaking down the Fed's money moves, how the election could affect your portfolio, and how a large-scale war in the Middle East could swing financial markets. Here's the kicker: I'll show you why all this volatility isn't as terrifying as it seems.Whether you're a crypto connoisseur or still figuring out what stocks actually are, this episode's packed with need-to-know info. Are you ready to level up your financial game? Then get listening!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. 

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritanceEverything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s. Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU. You need a strategy that aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon, understand your actual tolerance for risk, and learn the ins and outs of liquidity. I've got the practical tips and relatable examples you need to take control of your financial future and make informed investment decisions, whether you're a current or future inheritor.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. 

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-bluesThe trust fund lifestyle isn't all private jets and luxury penthouses. In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. Discover why confusion, stress, and financial uncertainty are more common than yacht parties. Listen while I break down what a trust is, explore the most common challenges trust beneficiaries face, and offer practical advice for navigating the world of inherited wealth. Whether you're a current beneficiary or anticipating an inheritance, tune in for insights to help you understand your rights and build a more secure financial future. 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. 

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/inheritance-wealth-friendsDo you have sudden riches but a shrinking social circle?In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers. Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group. From stealth wealth strategies to building bridges across tax brackets, I'm dishing out real talk on making it rain without losing your roots. 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. 

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-moneyDo you lie awake at night wondering what will happen when your parents die?Have you and your siblings played guessing games to suss out how much your parents are worth?Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars?I've got you covered. This week in Heir Necessities I dive into that awkward money talk you've been avoiding with your folks. It's all about giving you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table. And I'm not just talking dollars and cents here – it's about getting the full picture of your family's legacy, values, and what might be coming your way down the road.Let's face it, most of us never got a crash course in "How to Handle Your Family Fortune 101." This podcast is your cheat sheet for navigating these tricky waters. Trust me, your future self will thank you for tuning in. 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. 

An easy-to-digest recap of stock market and economic performance in the second quarter of 2024 and my view on what's coming next.Connect with Katherine and Sunnybranch Wealth:Get my FREE guides for inheritors: sunnybranchwealth.com/newsletter-downloadBlog: sunnybranchwealth.com/blogInstagram: instagram.com/sunnybranchwealth/Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-callSunnybranch 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. 

Everything you need to know about impact and ESG investing. Connect with Katherine and Sunnybranch Wealth:Understanding impact and ESG investing:www.sunnybranchwealth.com/blog/the-truth-about-impact-investingwww.sunnybranchwealth.com/blog/5-myths-of-esg-investingInstagram: www.instagram.com/sunnybranchwealthWebsite: www.sunnybranchwealth.comBook a FREE consultation: https://calendly.com/sunnybranchwealth/intro-callSunnybranch 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. 

Understand what to do if you have, or think you will, inherit through a trust.Connect with Katherine and Sunnybranch Wealth:Understanding an inheritance from a trust:www.sunnybranchwealth.com/our-work-togetherhttps://www.sunnybranchwealth.com/blog/inheriting-money-from-trustInstagram: www.instagram.com/sunnybranchwealthWebsite: www.sunnybranchwealth.comBook a FREE consultation: https://calendly.com/sunnybranchwealth/intro-callSunnybranch 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. 

Understand what to do when you inherit a house, whether you have inherited recently or think it might be coming to you in the future. Connect with Katherine and Sunnybranch Wealth:What to do with an inherited home:www.sunnybranchwealth.com/aboutwww.sunnybranchwealth.com/blog/5-things-to-do-with-inherited-wealthInstagram: www.instagram.com/sunnybranchwealth/Website: www.sunnybranchwealth.com/Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04Sunnybranch 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. 

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-wealthInstagram: www.instagram.com/sunnybranchwealth/Website: www.sunnybranchwealth.com/Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04Sunnybranch 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. 

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/philanthropyInstagram: www.instagram.com/sunnybranchwealth/Website: www.sunnybranchwealth.com/Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04Sunnybranch 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. 

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-traditional families - What Makes a BabyConnect with SunnybranchWebsiteInstagram 20 Terms Inheritors Need to KnowConnect with BCK AttorneysWebsiteFacebookInstagramSunnybranch 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. 

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.comDownload the FREE Sunnybranch guides for inheritors:www.sunnybranchwealth.com/newsletter-downloadConnect with Opsahl Dawson:www.opsahlco.com/Disclosures: https://www.sunnybranchwealth.com/disclosures 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. 

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.comDownload the FREE Sunnybranch guides for inheritors:www.sunnybranchwealth.com/newsletter-downloadConnect with Sundar Law:www.sundarlaw.comDisclosures: https://www.sunnybranchwealth.com/disclosures 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. 

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 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.