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What Issues Should I Consider if I Experience a Sudden Wealth Event?

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Individuals can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning.


This checklist will help guide your decisions if you experience a sudden wealth event, and covers:


  • The nature, timing, and terms of the wealth event
  • Cash flow impact
  • Liquidity considerations
  • Tax planning matters
  • Long-term planning opportunities

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