Sudden Wealth - What Should You Do If You Receive a "Life Changing" Lump Sum?Submitted by Ullmann Wealth Partners on February 25th, 2019
Most of us create our wealth during our working lifetimes whether through consistent saving and investing, the sale of a business or sometimes through inheritance.
Sudden Wealth: What Should You Do If You Receive A "Life Changing" Lump Sum? is designed to promote discussion, especially for the next generation. They will potentially be inheriting a substantial amount of wealth and may not be as prepared as we would like them to be to be good stewards.