---
title: What Issues Should I Consider if I Experience a Sudden Wealth Event?
description: Wealthy Street Academy - Free flowcharts and checklists to help you navigate life's toughest financial planning scenarios.
---

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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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