Heir Necessities

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/about
www.sunnybranchwealth.com/blog/5-things-to-do-with-inherited-wealth

Instagram: www.instagram.com/sunnybranchwealth/

Website: www.sunnybranchwealth.com/

Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04

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. 

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-wealth

Instagram: www.instagram.com/sunnybranchwealth/

Website: www.sunnybranchwealth.com/

Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04

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 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/philanthropy

Instagram: www.instagram.com/sunnybranchwealth/

Website: www.sunnybranchwealth.com/

Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call?month=2024-04

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. 

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 Baby

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20 Terms Inheritors Need to Know

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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 Sheri Karpa, CPA at Opsahl Dawson, about what inheritors need to know about taxes after someone dies.  

Learn more about Sunnybranch wealth:
www.sunnybranchwealth.com

Download the FREE Sunnybranch guides for inheritors:
www.sunnybranchwealth.com/newsletter-download

Connect 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.com

Download the FREE Sunnybranch guides for inheritors:
www.sunnybranchwealth.com/newsletter-download

Connect with Sundar Law:
www.sundarlaw.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 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. 

Join Katherine as she talks with Gennie Gebhart, digital privacy expert at the Electronic Frontier Foundation, about how to access, manage, and protect a loved one's digital estate after death.

Video recording and full transcript available at
https://www.sunnybranchwealth.com/blog/protecting-digital-privacy-after-death

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.