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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-money-mistakes monthly 0.5 2025-10-02 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/4c4d4014-8176-43e9-9608-e1de51cfaf3c/a+%284%29.png Blog - Top 5 Money Mistakes I Made as a Future Inheritor - Top 5 Money Mistakes I Made as a Future Inheritor I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER®, a financial advisor for inheritance, and a fellow inheritor. This week on the blog I’m sharing the top money mistakes I’ve made as a future inheritor. My mission at Sunnybranch is to take the shame and guilt out of being rich. Come along with me while I pull back the curtain - I’m a financial advisor who has been working with inheritors for almost a decade and I still didn’t get everything right along the way! https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - Top 5 Money Mistakes I Made as a Future Inheritor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Top 5 Money Mistakes I Made as a Future Inheritor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/rich-kid-guilt monthly 0.5 2025-10-08 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/28bae699-3caa-424f-9593-cd3941386612/Sunnybranch+Pin+Template+for+Blog+%2815%29.png Blog - Why Rich Kid Guilt is Normal (and What To Do About It!) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Why Rich Kid Guilt is Normal (and What To Do About It!) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Why Rich Kid Guilt is Normal (and What To Do About It!) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/talk-about-money-with-kids monthly 0.5 2025-09-11 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/50ee61f5-67e1-4338-b091-092e7b066b2b/Sunnybranch+Pin+Template+for+Blog+%2814%29.png Blog - Mom, Are We Rich? 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Breaking the Shame Around Family Money Conversations w/Suzy Reidman - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/talk-to-kids-about-money monthly 0.5 2025-10-01 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/efccf5b8-f193-492f-8c54-7533acdda4c6/a+%282%29.png Blog - When Should You Share Details About Family Wealth with Your Kids? - When Should You Share Details About Family Wealth with Your Kids? I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER®, a financial advisor for inheritance, and a fellow inheritor. Each week on my Instagram page I create a quiz for current and future inheritors to test their knowledge. Now, I’m bringing these quizzes to the blog. Read here to test your knowledge and see how you did compared to my 10,000 Instagram followers. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/69b25c5c-fe9b-473e-909c-e09ce841cdb3/Untitled+design+%284%29.png Blog - When Should You Share Details About Family Wealth with Your Kids? Did they get it right? Mostly! https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/8c52f927-6b7f-4c99-925e-21406dc795c7/Flyer+-+How+to+Raise+Rich+Kids+%281%29.png Blog - When Should You Share Details About Family Wealth with Your Kids? - Are you ready to have healthy money conversations with your kids? Sign up for a 3-part workshop co-hosted by Sunnybranch Wealth and Family Wealth Dynamics to learn from our personal experience growing up as “rich kids” and our thoughts on age-appropriate money strategies to raise kind humans instead of entitled jerks. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - When Should You Share Details About Family Wealth with Your Kids? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - When Should You Share Details About Family Wealth with Your Kids? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/buy-house-with-inheritance monthly 0.5 2025-08-18 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/44c1404d-a724-437a-904d-cc3e202af304/Sunnybranch+Pin+Template+for+Blog+%2813%29.png Blog - How Much Should You Spend on a House After Inheriting Millions? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - How Much Should You Spend on a House After Inheriting Millions? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - How Much Should You Spend on a House After Inheriting Millions? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/hire-financial-advisor-inheritors monthly 0.5 2025-08-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/bd71ddb4-3d8d-42ce-a668-534bfdbbddc8/unsplash-image-ndfQe4ZR_qg.jpg Blog - When To Fire Your Financial Advisor - When To Fire Your Financial Advisor I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER®, a financial advisor for inheritance, and a fellow inheritor. Each week on my Instagram page I create a quiz for current and future inheritors to test their knowledge. Now, I’m bringing these quizzes to the blog. Read here to test your knowledge and see how you did compared to my 10,000 Instagram followers. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/e450fc6e-39e1-4014-8397-ad66813805f8/Untitled+design+%283%29.png Blog - When To Fire Your Financial Advisor Did they get it right? Mostly! https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - When To Fire Your Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - When To Fire Your Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/raising-rich-kids monthly 0.5 2025-08-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/7ccdf441-b90c-4b75-bbd3-bccdee369030/Sunnybranch+Pin+Template+for+Blog+%2812%29.png Blog - How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-guilt-money-shame monthly 0.5 2025-07-30 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/679872e5-e78e-4cfe-bfee-5382b1dcd254/unsplash-image-VIO0tyzXL4U.jpg Blog - Guilt and Shame After Inheriting - Guilt and Shame After Inheriting I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER®, a financial advisor for inheritance, and a fellow inheritor. Each week on my Instagram page I create a quiz for current and future inheritors to test their knowledge. Now, I’m bringing these quizzes to the blog. Read here to test your knowledge and see how you did compared to my 10,000 Instagram followers. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/f0818694-a198-41b9-8cfc-ebe5cd05e710/IMG_7255.jpg Blog - Guilt and Shame After Inheriting Did they get it right? It’s complicated. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - Guilt and Shame After Inheriting - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Guilt and Shame After Inheriting - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/july-investment-tea monthly 0.5 2025-07-23 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/fe2e21ee-de92-4fd1-b00a-9c85c1be699f/Sunnybranch+Pin+Template+for+Blog+%2810%29.png Blog - July Investment Tea: Trump did WHAT in that tax bill?! + market news - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - July Investment Tea: Trump did WHAT in that tax bill?! + market news - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - July Investment Tea: Trump did WHAT in that tax bill?! + market news - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/impact-esg-investing monthly 0.5 2025-07-23 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b1802728-51d2-4902-b20e-8cbf84e6a259/unsplash-image-tangfe8KQdw.jpg Blog - Test Your Impact Investing Smarts - Test Your Impact Investing Smarts I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER™, a financial advisor for inheritance, and a fellow inheritor. Each week on my Instagram page I create a quiz for current and future inheritors to test their knowledge. Now, I’m bringing these quizzes to the blog. Read here to test your knowledge and see how you did compared to my 10,000 Instagram followers. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/3c475a5d-7d50-4271-82a8-8bd923f5cd3c/IMG_7078.jpeg Blog - Test Your Impact Investing Smarts Did they get it right? In my mind, absolutely. Option B is the correct choice. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - Test Your Impact Investing Smarts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Test Your Impact Investing Smarts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/impact-investing-explained monthly 0.5 2025-07-15 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/11db2127-8bbe-4134-b8b0-0d51d4943d53/Sunnybranch+Pin+Template+for+Blog+%289%29.png Blog - Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/trust-fund-5-questions monthly 0.5 2025-05-29 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/d09a4aab-942f-4886-96d5-0bb18ffca35c/Sunnybranch+Pin+Template+for+Blog+%288%29.png Blog - Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-taxes-ama monthly 0.5 2025-05-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/d8b16eae-f745-46ff-b7f5-4b307e72ae88/Sunnybranch+Pin+Template+for+Blog+%287%29.png Blog - Ask Me Anything! Inheritance and Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Ask Me Anything! Inheritance and Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Ask Me Anything! Inheritance and Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/2025-tariffs-stock-market-crash monthly 0.5 2025-04-16 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/cca2de2f-0447-45e7-8465-060fba983ea0/Sunnybranch+Pin+Template+for+Blog+%286%29.png Blog - Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/taxes-on-inheritance monthly 0.5 2025-04-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/abfc3b2c-1d32-425a-8f6d-83299918d132/Sunnybranch+Pin+Template+for+Blog+%285%29.png Blog - Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/grandparents-529-college-funding monthly 0.5 2025-02-11 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b1e0bf9d-2563-407f-a580-2aaf846fcea7/Sunnybranch+Pin+Template+for+Blog+%283%29.png Blog - From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/questions-to-ask-after-inheriting monthly 0.5 2025-02-11 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/dcbfca37-0730-4e93-baa9-0f50dd0ec14f/Copy+of+Sunnybranch+Pin+Template+for+Blog.jpg Blog - Four ESSENTIAL questions new inheritors need to ask - Four ESSENTIAL questions new inheritors need to ask You’re here because you need help understanding what to do with a current or future inheritance. I’ve got you. I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER™, a financial advisor for inheritance, and a fellow inheritor. 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Or, maybe, you’re planning ahead for a future inheritance. In either case, I’ve got you. I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER™, a financial advisor for inheritance, and a fellow inheritor. 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You’re here because you need help understanding the tax consequences of inherited property. I’ve got you. I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER®, a financial advisor for inheritance, and a fellow inheritor. Keep reading for the ESSENTIAL guidance you need to understand the tax consequences of selling inherited property and my advice for building a tax-efficient plan to manage or sell inherited property. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/1d6a3eb0-e191-4a39-90d8-6c65ebac8289/Sunnybranch+Pin+Template+for+Blog+%287%29.png Blog - How is Inherited Property Taxed? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - How is Inherited Property Taxed? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - How is Inherited Property Taxed? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/trust-fund-blues monthly 0.5 2024-09-16 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/15e0b8e5-9b2f-4b51-8f72-ea4fb52e191b/Sunnybranch+Pin+Template+for+Blog+%286%29.png Blog - Trust Fund Blues: Rich on Paper, Stressed in Reality - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Trust Fund Blues: Rich on Paper, Stressed in Reality - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Trust Fund Blues: Rich on Paper, Stressed in Reality - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/active-versus-passive-investing monthly 0.5 2024-09-11 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/faeb86a4-dc90-4310-92da-62dcbd9d9b26/unsplash-image-MCIm2A6hLXs.jpg Blog - Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors - Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors Understanding how to invest an inheritance is one of the first questions that multi-millionaire inheritors face. Instead of listening to experts telling what you “should” do, keep reading for the education you need to make investing decisions that are right for YOU and start taking control of your inherited wealth. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/17c37e75-0d81-455f-92d5-861a776fdf34/Sunnybranch+Pin+Template+for+Blog+%285%29.png Blog - Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Active versus Passive Investing for Gen X, Millennial, and Gen Z Inheritors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/uhnw-family-conflict-mediation monthly 0.5 2024-09-11 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/67a49f8d-fcb4-49c2-8ad5-753d00417848/unsplash-image-erCPgyXNlto.jpg Blog - 7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families - 7 ESSENTIAL strategies for conflict resolution in UHNW families It is common for wealthy families to break under the pressure of conflicts around family money, death, and inheritance. In this guest post from Suzy Reidman at Given Not Earned, learn how mediation can help ultra-high net worth (UHNW) families avoid or reduce the negative impacts of disagreements over family money and inheritance. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/65485b53-fcaa-4215-a214-c3b7ab13801c/Sunnybranch+Pin+Template+for+Blog+%284%29.png Blog - 7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - 7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - 7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-wealth-friends monthly 0.5 2024-09-05 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/25b0f77d-f131-4923-a685-66cc70a110a5/Sunnybranch+Pin+Template+for+Blog+%283%29.png Blog - What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheriting-inherited-ira monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6dc8f6f6-2596-4cad-b9a8-9544ff0ea2a3/unsplash-image-b6Fo9loWZUk.jpg Blog - Why you need an inheritance financial advisor if you’re inheriting an IRA - Why you need an inheritance financial advisor if you’re inheriting an IRA Recent legislation shifted the game for anyone inheriting from an inherited IRA. Learn when you NEED a professional in your corner and keep reading to get the expert help you need to avoid getting tripped up by taxes, penalties, or timelines when managing an inherited IRA.. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6b24d65b-dbbf-4f5f-8d99-42281c233c5b/Sunnybranch+Pin+Template+for+Blog+%281%29.png Blog - Why you need an inheritance financial advisor if you’re inheriting an IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - Why you need an inheritance financial advisor if you’re inheriting an IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Why you need an inheritance financial advisor if you’re inheriting an IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/talk-to-parents-about-money monthly 0.5 2024-09-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/385425b3-91b8-4a54-b99e-915ab85b4e54/Sunnybranch+Pin+Template+for+Blog.png Blog - Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inherited-stocks-taxed-when-sold monthly 0.5 2024-08-28 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/01a9ed75-4b12-46ac-93f1-3bd69fa53fe1/unsplash-image-Hcfwew744z4.jpg Blog - How are inherited stocks taxed when sold? - How are inherited stocks taxed when sold? You’re here because you need help understanding the tax consequences of selling inherited stock. I’ve got you. I’m Katherine. I’m a CERTIFIED FINANCIAL PLANNER™, a financial advisor for inheritance, and a fellow inheritor. Keep reading for the ESSENTIAL guidance you need to understand the tax consequences of selling inherited stock and my advice for building a tax-efficient plan to manage inherited stock. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/733b520e-9009-4b14-a166-66055f3b1c5b/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2836%29.png Blog - How are inherited stocks taxed when sold? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - How are inherited stocks taxed when sold? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - How are inherited stocks taxed when sold? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-financial-advisor monthly 0.5 2025-02-05 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/4109fc59-c3eb-460e-af81-47059ccfa7cd/unsplash-image-8jwCWlsBys8.jpg Blog - Do you need a financial advisor after getting an inheritance? - Do you need a financial advisor after getting an inheritance? It can feel impossible to know what to do after getting an inheritance. Some inheritors have the time, interest, and expertise necessary to manage a multi-million dollar inheritance on their own. Some don’t. 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Inheriting investments after a loved one passes away can be a logistically challenging experience. Depending on the investments, how/where they were held, and your level of technical expertise, you may be in for a months-long process before you finally have things under control. If you’re not used to the technical language and process of the investment industry, this process may be frustrating and confusing. Keep reading for everything you need to know about what to do after inheriting investments. I’m an inheritor myself and I’ve spent the better part of the last decade helping other inheritors manage their investments and financial lives. I’ve got ALL the information and tips you need to understand what to do and make a plan after inheriting investments. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/32e0bee3-fbdd-44a8-b6cc-9f1af7c33f67/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2834%29.png Blog - What should you do after inheriting investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - What should you do after inheriting investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What should you do after inheriting investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/stock-market-update-july-2024 monthly 0.5 2024-07-10 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0802d436-2f90-433d-be87-9e606f69a754/Planning+for+Inheritance+YT+Cover+%28Instagram+Post%29+%286%29.png Blog - 2nd Quarter Stock Market Review and What Comes Next? - 2nd Quarter Stock Market Review & What Comes Next? Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch or listen to my 5-minute market recap covering: What happened in the stock market in the second quarter of 2024 What could be coming in financial markets later in 2024 How the presidential election could affect the stock market https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/16da0ead-7233-4ced-8786-3f62321dd44d/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2833%29.png Blog - 2nd Quarter Stock Market Review and What Comes Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - 2nd Quarter Stock Market Review and What Comes Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - 2nd Quarter Stock Market Review and What Comes Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-guilt monthly 0.5 2024-08-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab139a36-fb5e-4743-a433-23c5e54c2b46/image-asset.jpg Blog - I got an inheritance and I’m paralyzed by guilt - what do I do? - I got an inheritance and I’m paralyzed by guilt - what do I do? Feeling guilty after getting an inheritance is a lonely, but common, experience. You just received a large sum of money that doesn’t belong to you, that you didn’t do anything to earn. It makes sense you feel guilty! But that guilt doesn’t need to define how you move forward after an inheritance. Keep reading for everything you need to know about managing guilt after getting a large inheritance. I’m an inheritor myself and I help other inheritors manage their wealth at Sunnybranch - I’ve got ALL the strategies you need to build a plan to start feeling better about your inheritance. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/c69b7118-77bd-4cf4-8dce-0c7981c07906/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2832%29.png Blog - I got an inheritance and I’m paralyzed by guilt - what do I do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - I got an inheritance and I’m paralyzed by guilt - what do I do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - I got an inheritance and I’m paralyzed by guilt - what do I do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/grandparents-pay-for-college monthly 0.5 2024-07-09 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/94437624-f0bf-4f45-aa2d-c5c5bf9acb36/image-asset.jpg Blog - What is the best way for grandparents to pay for college? - What is the best way for grandparents to pay for college? I work with many children from wealthy families whose parents are still alive. I hear the same question from ALL my clients with kids: how are we going to pay for college? I always have the same response: have you talked to your parents? The answer is almost always no. I’m on a mission to change that. Keep reading for everything you need to know about supporting grandkids’ future and education, whether you’re a parent opening discussions on behalf of your kids, or a grandparent trying to understand your giving options. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/69fe0603-1050-4bd0-a6cf-2f3ea54454d0/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2831%29.png Blog - What is the best way for grandparents to pay for college? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - What is the best way for grandparents to pay for college? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What is the best way for grandparents to pay for college? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheritance-trust monthly 0.5 2024-08-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/9d68549a-894b-4e25-9a4c-5d10ed552ded/image-asset.jpg Blog - 6 Questions You NEED to Ask if Your Inheritance is in a Trust Fund - 6 Questions You NEED to Ask if Your Inheritance is in a Trust Fund Inheriting a trust fund can be a stressful experience. You have a lot of money, with a lot of strings attached. You need to figure out what a trust is, how your trust is structured, and how to navigate a new relationship with your trustee. If this is where you’re at, I’ve got you covered. 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Inheriting property jointly with siblings can be a stressful experience. More often than not, there are too many cooks in the kitchen. Everyone has an opinion. Everyone is also looking for someone else to step up and do the hard work. If this is where you’re at, I’ve got you covered. 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I’m here to help you figure out how to use an inheritance from your parents to create financial freedom and build your vision for the future. Keep reading for guidance to help you understand and organize an inheritance from your parents, and the essential steps heirs need to take after parents die. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/c59a767d-acba-4d5e-b67a-227ddc9dd6b1/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2828%29.png Blog - What Should You Do With an Inheritance From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - What Should You Do With an Inheritance From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What Should You Do With an Inheritance From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/managing-sudden-wealth monthly 0.5 2024-06-27 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/3499d123-ed95-497c-8872-0ce7792efb51/image-asset.jpg Blog - What To Do With a Windfall: Managing Sudden Wealth - What To Do With a Windfall: Managing Sudden Wealth You know a windfall is coming your way. You might have won the lottery, received notice of a major settlement, or be about to receive an inheritance. At this point, you probably have more questions than answers. 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A loved one died and you know you’re going to inherit money from a trust - now what? At this point, you probably have more questions than answers. It’s not your fault. All trusts are different, and most trust beneficiaries take YEARS to fully understand their trust's rules. Lucky for you, you found me. 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Wherever you’re at, if you’re struggling to figure out what happens after you inherit a house with siblings, I’ve got you covered. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/82b24e87-618f-445d-a486-342da3587581/Copy+of+Sunnybranch+Pin+Template+for+Blog+%2824%29.png Blog - What To Do If You Inherit A House With Siblings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/108f1c8b-6bf1-4ac4-b2a3-a228f9103f7a/1.png Blog - What To Do If You Inherit A House With Siblings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What To Do If You Inherit A House With Siblings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/impact-and-esg-investing monthly 0.5 2024-07-29 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a71306b9-56d7-49b4-85c9-35c6631b763a/Planning+for+Inheritance+YT+Cover+%28Instagram+Post%29+%285%29.png Blog - Everything Inheritors Need To Know About Impact and ESG Investing - Everything Inheritors Need To Know About Impact and ESG Investing Listen, watch, or read the 10th episode of Planning for Inheritance. 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It depends on the type of trust you are inheriting from and the provisions the grantor (the person who wrote the trust) included. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/be5824e4-0adc-49d9-865c-eae00cd31a86/Sunnybranch+Pin+Template+for+Blog+%285%29.png Blog - What Happens when you Inherit Money from a Trust? https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0b5b2b9d-7a36-4064-a89a-55cb639edb74/1.png Blog - What Happens when you Inherit Money from a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a655d1cd-68f3-4248-902a-39cab48c93ad/2.png Blog - What Happens when you Inherit Money from a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/what-to-do-after-inheriting-a-house monthly 0.5 2024-06-13 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/c22f8fcb-60c6-4195-bdda-80246a8613f9/Planning+for+Inheritance+YT+Cover+%28Instagram+Post%29+%283%29.png Blog - What To Do After Inheriting A House - What To Do After Inheriting A House Listen, watch, or read the eigth episode of Planning for Inheritance. 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While both are common estate planning vehicles, wills and trusts differ in their structure and in the opportunities they present as estate planning tools. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/40bf35fe-32da-408d-a29f-281d925a478c/Copy+of+Sunnybranch+Pin+Template+for+Blog+%289%29.png Blog - What are the Differences Between Wills and Trusts? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What are the Differences Between Wills and Trusts? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What are the Differences Between Wills and Trusts? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/5-things-i-wish-clients-knew-about-the-inheritance-process monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/76499440-0535-4ab1-8812-f66fa72ddbaa/image-asset.jpg Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - 5 Things I Wish Everyone Knew About the Inheritance Process (Because it would save them SO MUCH time and heartache) The top 5 things EVERYONE needs to know about what happens after a loved one dies. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/5390f660-6373-4d9a-96cf-d45567e75f25/Copy+of+Sunnybranch+Pin+Template+for+Blog+%288%29.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a1fc088c-378f-4d9a-866b-7b43c9207064/Your+paragraph+text.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - 5 Things I Wish Everyone Knew About the Inheritance Process - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/support-democracy-combat-disinformation monthly 0.5 2024-03-13 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a2064f9e-13df-4429-bfc9-8f470cf884a8/image-asset.jpg Blog - How your Wealth can Support Democracy in 2024: Combat Election Disinformation - How To Combat Election Disinformation in 2024 We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future. 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If you inherited money from a trust, you may have more questions than answers. Even if you understand the terms of your trust, it can be difficult to understand how you will access funds held in trust for your benefit. How beneficiaries get money from a trust depends on: Terms of the trust Type of trust Skill of your trustee Complexity of the estate from which you are inheriting. No matter your situation, this post has the information you need to understand when you will get access to money from your trust. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/81d0f702-72a8-4a16-97a9-f64496a32763/Copy+of+Sunnybranch+Pin+Template+for+Blog+%284%29.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a1fc088c-378f-4d9a-866b-7b43c9207064/Your+paragraph+text.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How Does a Beneficiary Get Money From a Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/talk-to-parents-about-estate-plan monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/9d671353-e0b4-4a2a-b909-1e9c1f7f2d9b/image-asset.jpg Blog - How to Talk to Your Parents About Estate Planning - How to Talk to Your Parents About Estate Planning Are you ready to start talking to your parents about their end-of-life wishes and estate plan? Maybe you’ve been trying for a while, but they refuse to engage. Maybe you think they’d be happy to talk about it, but you can’t face the prospect of their death. Wherever you’re at, I’ve got you covered. I’ve got the reasons you NEED to talk to your parents about their estate plan and tested & proven strategies to get your parents to open up about their end-of-life wishes and estate plan. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b5aa4c08-ec7d-465f-aca9-2d5b377aff05/Copy+of+Sunnybranch+Pin+Template+for+Blog+%283%29.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a1fc088c-378f-4d9a-866b-7b43c9207064/Your+paragraph+text.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How to Talk to Your Parents About Estate Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/how-to-invest-an-inheritance monthly 0.5 2024-05-30 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/562ce05d-f2a0-42f0-b44c-3b0ca6d30f08/image-asset.jpg Blog - How To Invest An Inheritance - How To Invest An Inheritance After you’ve received proceeds from an inheritance, your next step is to start building a plan to manage and invest your new wealth. Depending on your comfort level and interest in aligning a portfolio with your financial and life goals, you may undertake this process by yourself or in conjunction with a fiduciary, fee-only financial advisor who helps inheritors manage and grow their inherited wealth. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/60f1efe3-d6d4-4cba-9879-4fa3d2b8cd0b/Copy+of+Sunnybranch+Pin+Template+for+Blog+%282%29.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a1fc088c-378f-4d9a-866b-7b43c9207064/Your+paragraph+text.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How To Invest An Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/what-to-do-after-inheriting-money-from-parents monthly 0.5 2024-06-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/724f538e-62c2-466a-afc3-0dd5db2d3699/image-asset.jpg Blog - What Should You Do After Inheriting Money From Your Parents? - What Should You Do After Inheriting Money From Your Parents? After learning you will receive an inheritance from your parents, your first step is to get answers to common questions for inheritors. When you’ve received inheritance money from your parents, you can start building a plan to manage your inheritance. This plan should include: Reflecting before making financial decisions Learning what assets and accounts you inherited Understanding the tax consequences of your inheritance Finalizing a plan to spend, invest, and give your inheritance in line with your long-term goals https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/1ef222d8-95b4-4a93-8ed1-efd110962eeb/Copy+of+Sunnybranch+Pin+Template+for+Blog+%281%29.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab66bf63-ff6c-4072-97d9-a1c5aaaf93b1/Your+paragraph+text.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What Should You Do After Inheriting Money From Your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheriting-non-traditional-families monthly 0.5 2024-03-02 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/97494a55-14be-400f-9203-bfc4a69f7640/Copy+of+Sunnybranch+Wealth+Podcast+Cover+Options.jpg Blog - Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families - Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families Read transcript highlights or listen to the full episode to learn from Tabitha Koh, Managing Partner at Bouneff, Chally, and Koh: Legal issues parents who had children via IVF, surrogacy, or adoption need to watch. When second parent adoption is necessary for LGBTQ+ families. The legal process for parents and families who adopt, or use a surrogate or gestational carrier. 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ESG investing is investing in companies whose business practices align with your values and screening out companies engaged in practices you don't support. ⁠It stands for “Environmental, Social, Governance” investing and is used to screen investments based on corporate actions. The goal of ESG investing is to use investible assets to encourage companies to act responsibly with long-term risk factors built into their current assumptions. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0bf27a62-6c93-4922-aecd-cdc27571c20a/Copy+of+Sunnybranch+Pin+Template+for+Blog+%281%29.png Blog - What is ESG Investing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What is ESG Investing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What is ESG Investing? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/what-to-do-with-inherited-money monthly 0.5 2024-06-27 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/53d1b694-dd85-4ca4-b05a-3933f245b09d/image-asset.jpg Blog - What to do with Inherited Money? - What to do with Inherited Money? There are a lot of things you can do with your inheritance. Deciding what you will do with your inheritance should be done with an understanding of the financial trade offs of putting funds towards one goal over another. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/d1ea708a-3a5e-4d69-97ab-91d1a404feba/Copy+of+Sunnybranch+Pin+Template+for+Blog.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab66bf63-ff6c-4072-97d9-a1c5aaaf93b1/Your+paragraph+text.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What to do with Inherited Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inherited-a-lot-of-money monthly 0.5 2024-05-01 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/3b8b6176-0e23-471d-ac3e-e39d3c3916f5/image-asset.jpg Blog - What should you do if you inherit a lot of money? - What should you do if you inherit a lot of money? Whether you’ve inherited a lot of money recently or are finally able to deal with a large inheritance received years ago, it can feel impossible to know what to do next. This post is a comprehensive guide providing advice on how to navigate emotional, logistical, and financial challenges after receiving a significant amount of inherited wealth. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6afbd8bc-9d0e-4fc6-ad34-a69a11f23147/Sunnybranch+Pin+Template+for+Blog+%281%29.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab66bf63-ff6c-4072-97d9-a1c5aaaf93b1/Your+paragraph+text.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What should you do if you inherit a lot of money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/impact-and-esg-investing-in-public-and-private-markets monthly 0.5 2024-04-01 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/f95e8dfb-d9bc-4d2f-b832-ded4db88c012/Investing+for+Good.png Blog - Impact and ESG Investing Across Public and Private Markets - Impact and ESG Investing Across Public and Private Markets Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile, founder of Citizen Mint, discuss: The difference between impact investing, ESG, and SRI Impact investing in the stock market versus private markets Key issues with ESG investing Impact investing and risk versus return in public and private markets How quarterly returns can work against investor’s impact goals in public markets https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ba3d8cc0-865a-452b-ba4f-054c7058104b/Sunnybranch+Pin+Template+for+Blog.png Blog - Impact and ESG Investing Across Public and Private Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - Impact and ESG Investing Across Public and Private Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - Impact and ESG Investing Across Public and Private Markets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/managing-guilt-inherited-wealth monthly 0.5 2024-07-09 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/5b7d80c0-b980-4c3e-998e-7ed91c1cf06b/image-asset.jpg Blog - How do you Manage Guilt Over Inherited Wealth? - How do you Manage Guilt Over Inherited Wealth? Struggling with guilt after inheriting wealth is a very common experience. Taking a step back and assessing how you want to steward, grow, and give your inheritance can help you manage feelings of guilt and create new, positive associations with inherited wealth. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/c65e4767-deef-42d7-8c18-e0a48c75efbe/Sunnybranch+Pin+Template+for+Blog.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab66bf63-ff6c-4072-97d9-a1c5aaaf93b1/Your+paragraph+text.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How do you Manage Guilt Over Inherited Wealth? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/support-democracy-combat-voter-suppression monthly 0.5 2024-03-13 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/2f09361f-8403-4b82-8fee-0142bc2e3dd0/image-asset.jpg Blog - How your Wealth can Support Democracy in 2024: Combatting Voter Suppression - How To Combat Voter ID Laws and Voter Suppression in 2024 We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future. In the second part of the 5-part blog series on how your wealth can support democracy in 2024, I explain how you can fight voter suppression and voter ID laws with your 2024 giving. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/863d4ea0-a2cb-4f18-a3c5-1d307564401e/Sunnybranch+Pin+Template+for+Blog+%282%29.png Blog - How your Wealth can Support Democracy in 2024: Combatting Voter Suppression - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/eab2c2b6-6729-4e16-b689-3622d73f7a8e/Screenshot+2024-01-17+135132.png Blog - How your Wealth can Support Democracy in 2024: Combatting Voter Suppression - Make it stand out Source: Movement Voter Project https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How your Wealth can Support Democracy in 2024: Combatting Voter Suppression - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How your Wealth can Support Democracy in 2024: Combatting Voter Suppression - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/how-to-manage-an-inheritance monthly 0.5 2024-04-10 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/cf9801e0-6f75-42c6-86c1-c74ea168eece/image-asset.jpg Blog - How to Manage an Inheritance - How to Manage an Inheritance If you’ve inherited money and don’t know what to do next, you’re in the right place. I’ve got the steps you need to take to manage your inheritance, make smart financial decisions, and build a plan to use your inherited wealth to create positive impact and support your vision for the future. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/d8bf4d97-533f-4c98-82ae-3f01af4478a2/Sunnybranch+Pin+Template+for+Blog+%2812%29.png Blog - How to Manage an Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/042c9d67-99af-4f21-8df8-f0e4aa7d6a19/1.png Blog - How to Manage an Inheritance https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/352aa3ec-5332-4c54-88ad-65851c153c80/2.png Blog - How to Manage an Inheritance https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ab66bf63-ff6c-4072-97d9-a1c5aaaf93b1/Your+paragraph+text.png Blog - How to Manage an Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How to Manage an Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How to Manage an Inheritance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/what-inheritors-need-to-know-about-taxes monthly 0.5 2024-02-12 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/1706295974794-W85BJKVX0ZCDJRALYTLM/Untitled+design.png Blog - Everything Inheritors Need to Know about Taxes - Everything Inheritors Need to Know about Taxes Read transcript highlights or listen to the full episode to learn from Sheri Karpa, CPA at Opsahl Dawson: What tax returns inheritors may need to file How state estate taxes can trip inheritors up Surprise tax issues in the estate settlement process The new rules for RMDs and distributions from inherited IRAs What the step-up in basis is and how it could affect you https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/ef4058c6-cfb2-497e-87eb-dcfd63245eee/Sunnybranch+Pin+Template+for+Blog+%286%29.png Blog - Everything Inheritors Need to Know about Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - Everything Inheritors Need to Know about Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - Everything Inheritors Need to Know about Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheriting-money-from-your-parents monthly 0.5 2024-06-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/1deb9ca5-e7c2-407d-b1b8-004267e59b51/image-asset.jpg Blog - What do you Need to Know about Inheriting Money from your Parents? - What do you Need to Know about Inheriting Money from your Parents? Inheriting money from your parents can be an emotional and logistical minefield. Becoming richer doesn’t mean as much when someone you love has recently died. I’ve got the practical steps you need to take next, whether your parents are still alive or recently deceased. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/fa34f13c-61b8-41a4-a9ad-2fbc9e7fc81c/Sunnybranch+Pin+Template+for+Blog+%2811%29.png Blog - What do you Need to Know about Inheriting Money from your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What do you Need to Know about Inheriting Money from your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What do you Need to Know about Inheriting Money from your Parents? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/does-my-inheritance-count-as-taxable-income monthly 0.5 2024-12-04 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/cc4fdba1-5d2e-46e6-b22a-b1bff998b4df/image-asset.jpg Blog - Does my Inheritance Count as Taxable Income? - Does my inheritance count as taxable income? Most beneficiaries do not pay taxes upon receipt of an inheritance. But several surprise taxes can affect inheritors, both during and after an estate settlement. Inheritance tax, income tax, and capital gains tax can all cause an inheritance to show up on your tax return and create a tax headache if they are not anticipated. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/289cbed9-00b5-4bc2-a27f-93f69dfd86e8/Sunnybranch+Pin+Template+for+Blog+%289%29.png Blog - Does my Inheritance Count as Taxable Income? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - Does my Inheritance Count as Taxable Income? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - Does my Inheritance Count as Taxable Income? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inherited-stock-held-in-trust monthly 0.5 2024-06-26 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/42bc22f9-2f1c-456f-b5ad-6f7573af7d11/image-asset.jpg Blog - What to ask about Inherited Stock Held in Trust? - What to ask about Inherited Stock Held in Trust? Inheriting stock held in trust presents an opportunity to add to your income and may enable you to experience financial freedom and live a life that you thought was beyond your dreams. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a89825b3-b6ec-4440-bf46-b82e55fa7e6c/Sunnybranch+Pin+Template+for+Blog+%284%29.png Blog - What to ask about Inherited Stock Held in Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What to ask about Inherited Stock Held in Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What to ask about Inherited Stock Held in Trust? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/support-democracy-get-out-the-vote monthly 0.5 2024-03-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/4f49804e-a0af-4796-9553-4eb7e9bf38a0/image-asset.jpg Blog - How your Wealth can Support Democracy in 2024: Getting Out The Vote - How your Wealth can Support Democracy in 2024: Getting Out The Vote We are in an election year during an era of high partisanship, as well as realized and threatened acts of political violence. The threats facing democracy require engaged citizens to take action early and often in 2024. Together, our actions can support America’s democratic process and fight the tide of politicians championing an autocratic, regressive vision for America’s future. In the first part of the 5-part blog series on how your wealth can support democracy in 2024, I explain how you can support get out the vote efforts with your 2024 giving. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/863d4ea0-a2cb-4f18-a3c5-1d307564401e/Sunnybranch+Pin+Template+for+Blog+%282%29.png Blog - How your Wealth can Support Democracy in 2024: Getting Out The Vote - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/eab2c2b6-6729-4e16-b689-3622d73f7a8e/Screenshot+2024-01-17+135132.png Blog - How your Wealth can Support Democracy in 2024: Getting Out The Vote - Make it stand out Source: Movement Voter Project https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - How your Wealth can Support Democracy in 2024: Getting Out The Vote - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - How your Wealth can Support Democracy in 2024: Getting Out The Vote - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/ask-an-advisor-inheriting-stock monthly 0.5 2024-03-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/df092264-3d8b-4c42-9cc0-c552220c942b/image-asset.jpg Blog - What to ask a Financial Advisor about Inheriting Stock? - What to ask a Financial Advisor about Inheriting Stock? Many people who inherit stock positions need support from a financial advisor, but it can be difficult to know what questions to ask, especially if your advisor doesn’t specialize in working with inheritors. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/a4ec89dd-75d5-480e-b592-c14214052810/Sunnybranch+Pin+Template+for+Blog+%281%29.png Blog - What to ask a Financial Advisor about Inheriting Stock? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What to ask a Financial Advisor about Inheriting Stock? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What to ask a Financial Advisor about Inheriting Stock? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/inheriting-concentrated-stock-positions monthly 0.5 2024-03-07 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/d21f0c44-2dfd-496f-a975-efa850f5f950/Stock+Image+Download.jpg Blog - What Inheritors Need to Know about Concentrated Stock Positions - What Inheritors Need to Know about Concentrated Stock Positions It is not unusual for inheritors to deal with concentrated stock positions. But inheritors dealing with a concentrated stock position will have a different set of questions and concerns than those who built or grew a concentrated stock position during their lifetime. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/f5daa132-2af9-4531-b51a-16aa03f51434/Poster+-+Sunnybranch+%283%29.png Blog - What Inheritors Need to Know about Concentrated Stock Positions https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What Inheritors Need to Know about Concentrated Stock Positions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What Inheritors Need to Know about Concentrated Stock Positions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/2024-stock-market-predictions monthly 0.5 2024-01-13 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b17bdc94-78ac-4e60-9c19-48b42e1654fd/jen-theodore-Yu5fd5paLlc-unsplash.jpg Blog - Why everyone was wrong about the stock market in 2023 and what it means for 2024 - Want to know what's going on in the stock market in 2024 but don't have time or patience for jargon, charts, or graphs? Check out this easy-to-digest 7-minute recap covering: What happened in 2023 and why everyone was wrong What experts are expecting in 2024 Why I don't put too much stock in expert opinions 3 essential financial planning tasks for January 2024 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - Why everyone was wrong about the stock market in 2023 and what it means for 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - Why everyone was wrong about the stock market in 2023 and what it means for 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/wills-trusts-probate monthly 0.5 2024-06-26 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/af5548ad-1b02-467d-a5d7-bec24a0cbfbd/What+Inheritors+Need+to+Know+About+Taxes.jpg Blog - What Inheritors Need to Know about Wills, Trusts, and Probate - What Inheritors Need to Know about Wills, Trusts, and Probate Read transcript highlights or listen to the full episode to learn from Ashley Sundar, founder of Sundar Law: How to prepare to be the executor of an estate All about the probate process Benefits of inheriting through a Revocable Living Trust The most common types of trusts to inherit from What it means to “bust a trust” https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b311cf43-a936-4f9c-8e0a-ee6c02be06bb/Sunnybranch+Pin+Template+for+Blog+%287%29.png Blog - What Inheritors Need to Know about Wills, Trusts, and Probate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/b7eae84c-93f9-4d04-820c-a663ce59a233/10.png Blog - What Inheritors Need to Know about Wills, Trusts, and Probate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/6cc47efc-17b4-49f6-9050-dd0e32428166/11.png Blog - What Inheritors Need to Know about Wills, Trusts, and Probate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sunnybranchwealth.com/blog/5-taxes-due-on-inherited-wealth monthly 0.5 2024-01-29 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/de1373fa-908f-481b-9cc2-52c8f9096c2d/image-asset.jpg Blog - What Federal and State Taxes do Beneficiaries Pay on Inherited Wealth? - What Federal and State Taxes do Beneficiaries Pay on Inherited Wealth? Five taxes most commonly apply to estates and inheritors: federal estate tax, state estate tax, state inheritance tax, income tax, and capital gains tax. 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Her work combines comprehensive financial planning, ESG and impact investing, and charitable guidance to serve clients who want to grow their wealth sustainably while giving back in a meaningful way. https://www.sunnybranchwealth.com/blog/concentrated-stock-positions monthly 0.5 2023-10-13 https://images.squarespace-cdn.com/content/v1/62eaf94da649bc109a3c6011/0770a07d-3cf2-4529-9f39-fe1ea3f19fe2/Certified+financial+planner+chartered+advisor+in+philanthropy.jpg Blog - Managing Concentrated Stock Positions - About Sunnybranch Wealth Sunnybranch Wealth is a boutique, fiduciary, fee-only financial advisory firm that works with progressive individuals and families who want to build their wealth while creating positive social impact. Sunnybranch specializes in working with millennials and busy families who need help but don’t have time or energy to devote to their finances. 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