Heir Necessities
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 straight talk and smart strategies to help you navigate your newfound wealth.
Tune in for insights and honest conversations to help you write your own financial story – because there's more to inheriting wealth than just the money.
Heir Necessities
Latest Episodes
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-moneyYour parents told you they want to give you money. But they haven’t done anything yet. And it's been months, or even ...
Death, taxes, and trust funds: your full guide
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/trusts-after-deathEver wondered what will happen to your parents' trust after they die?You're not alone. Most inheritors have the same question. <...
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-trapsMost rich families think signing their estate documents means the job is done.Spoiler alert: it doesn’t.This is just one of the mo...
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-planningI meet too many future inheritors who have been told they don’t need to save for retirement because they’re going to inherit millions.