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
Trust Fund Blues: Rich on Paper, Stressed in Reality
Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues
The 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 and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
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