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
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.
The 529 Trap Rich Families Need to Avoid
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-529-trapSaving for college when you're rich isn't the easy answer everyone thinks it is.It should be as simple as maxing out your 529, right? Wron...
The Gift Tax Rule Your Parents Don't Know (& how it could be costing you millions)
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 ...
The Trust Fund Playbook: 5 Essential Questions
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 ...