Show Notes
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritors What would happen to your money if you died tomorrow? Estate planning is one of those things that everyone knows they should do, but no one actually does. It's the "eat your broccoli" of the financial planning world. But if you're a current or future inheritor, estate planning isn't optional. In this episode, I cut through the noise of TikTok influencers pitching complicated trust stru...
More from Heir Necessities
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-bond-portfolio-changes Heir Necessities is still on break, but I'm dropping in to give y'all a BTS of what it really looks like to work with Sunnybranch. This episode went out to Sunnybranch clients, explaining the trades I put through in their portfolios last week in response to changing conditions in the bond market. Do you get this level of detail (plus explanations you can actually understand) from your advisor? ...
Heir Necessities is officially on summer break. This fall will be the beginning of Season 5, and I'm excited about what we have in store for you. If you have any episode ideas or suggestions, please reach out - I would love to hear from you. In the meantime, I'm not going anywhere. You can get in touch by reaching out over email at [email protected], check me out on Instagram @sunnybranchwealth, and if you've been meaning to book that intro call, now is a great time to do it. I ...
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-asking-parents-for-money Your parents told you they want to give you money. But they haven’t done anything yet. And it's been months, or even years. So what can you do to move things along? Would you believe me if I told you a PowerPoint is your best next step? Seriously, head on back to junior year of high school and dust off those animation and fly-in skills. In this episode, I teach you how to build an...
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/trusts-after-death Ever wondered what will happen to your parents' trust after they die? You're not alone. Most inheritors have the same question. Unfortunately, there isn't a single straightforward answer. In this episode, I’m unpacking what happens to a trust at death and what that could mean for you. Listen, watch, or read to learn: The difference between a revocable and irrevocable trust When a trust ...
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-estate-planning-traps Most rich families think signing their estate documents means the job is done. Spoiler alert: it doesn’t. This is just one of the most common estate planning mistakes wealthy families make. And your attorney isn’t going to warn you about ANY of them. In this episode, I’m telling you how to avoid the estate planning traps that are going to cost your heirs. We’re breaking down the pitfalls rich pe...