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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.
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Episode 5: Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families

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Manage episode 403284984 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.

If you created your family non-traditionally, or are the product of a non-traditional family-building process, get the information you need to ensure you and your children are legally protected.
An interview with Tabitha Koh, managing partner at Bouneff, Chally & Koh, a boutique law firm providing legal care for families of all kinds and at all stages.
The BEST kid's book for non-traditional families - What Makes a Baby
Connect with Sunnybranch
Website
Instagram
20 Terms Inheritors Need to Know
Connect with BCK Attorneys
Website
Facebook
Instagram

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

10 episodes

Artwork
iconShare
 
Manage episode 403284984 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.

If you created your family non-traditionally, or are the product of a non-traditional family-building process, get the information you need to ensure you and your children are legally protected.
An interview with Tabitha Koh, managing partner at Bouneff, Chally & Koh, a boutique law firm providing legal care for families of all kinds and at all stages.
The BEST kid's book for non-traditional families - What Makes a Baby
Connect with Sunnybranch
Website
Instagram
20 Terms Inheritors Need to Know
Connect with BCK Attorneys
Website
Facebook
Instagram

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

10 episodes

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