Life may present a range of circumstances that result in a significant financial gain, such as selling a business or property, receiving an inheritance, winning the lottery, or reaching a legal settlement. A sudden and substantial increase in wealth necessitates careful preparation, particularly when it occurs unexpectedly. To assist you in navigating such an event, we are providing you with a checklist: Issues To Consider If You Experience A Sudden Wealth Event.

Read the full article and download the checklist on the PBMares Wealth Management website.