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What Inheritors Need to Know about Wills, Trusts, and Probate

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Manage episode 386340347 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 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.

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 386340347 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 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.

  continue reading

17 episodes

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