For those that receive a substantial inheritance or unexpected financial windfall, it can be a start to securing their financial future if it is handled with the care it deserves. Unfortunately, tax headaches, aggressive friends or relatives and a slew of emotional decisions can also create a world of problems for those who don’t have a proper plan in place. Do you save it? Spend it? Invest it? Give it to charity? Pay off bills or other debts?
At Lucas Group Financial Advisors, we help guide you take the emotion out of sudden wealth and help you make good decisions that can help secure your financial future and those of future generations as well.