FREE CHECKLIST

A variety of wealth events can lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. This is a critical time that requires some thoughtful planning.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

In this checklist, we cover a number of issues for those experiencing a sudden wealth event. It includes:

• The nature, timing, and terms of the wealth event

• Cash flow impact

• Liquidity considerations

• Tax planning matters

• Long-term planning opportunities