Episode 9: Everything Inheritors Need To Know About Trusts

Planning for Inheritance

Understand what to do if you have, or think you will, inherit through a trust.
Connect with Katherine and Sunnybranch Wealth:
Understanding an inheritance from a trust:
www.sunnybranchwealth.com/our-work-together
https://www.sunnybranchwealth.com/blog/inheriting-money-from-trust
Instagram: www.instagram.com/sunnybranchwealth
Website: www.sunnybranchwealth.com
Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-call

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

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.