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LEARN about SUDDEN WEALTH SYNDROME - BENEFITS or PROBLEMS?

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Are YOU ready to SPEAK with YOUR professional tax, legal, asset protection/wealth management team?

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LEARN about SUDDEN WEALTH SYNDROME - BENEFITS or PROBLEMS?

Post  .MiddleClassMaiden on Tue Apr 23, 2013 4:40 pm

SUDDEN WEALTH is "GOOD STUFF!"?

It has been said, 'STUFF HAPPENS'... A very wise lady quipped, "Plan for SUCCESS...? HOW? Here's MY 'take' on it... Do your best to AVOID the downside of 'STUFF'" - ASK the RIGHT QUESTIONS! AFTER you write them down, think them through... and search your heart and mind to DISCOVER... WHO YOU ARE... WHAT YOU WANT... and WHAT RESULTS do you want to SEE HAPPENafter your DECISIONS are made about your NEW FOUND "SUDDEN" WEALTH!"

NOW is the time to rely upon trained and certified PROFESSIONALS when it comes to gaining the knowledge you need to make those life-changing decisions. BUT what about those PITFALLS? WHERE can you find HELP... with those QUESTIONS that NEED answers... NOT just OPINIONS from ANYONE who HAS skills for communication... but LACK the experience, training and certification to speak to these matters?
Wouldn't it make sense to research your bank of choice's website for any and all information that would help you as you begin this JOURNEY of a LIFETIME?

NOTE: Wells Fargo offers a .PDF about SUDDEN WEALTH SYNDROME - that you can easily download... study and write down questions to ask your professional advisers. The article is written by Sheri Masters - Managing Editor of Wells Fargo Conversations. CHECK IT OUT - go to [You must be registered and logged in to see this link.]

LET US KNOW how you feel about the information - THESE are PRIORITIES. "The time to discuss how you would deal with these issues is BEFORE these situations arise." - scroll up to the top of the screen and click which statement most applies to YOU.

ABOUT THIS POST: Absolutely NO financial or legal advice is given or intended in this post. As always, consult Certified Professional Tax, Accounting, Estate Planning and Financial advice before signing any document or making any verbal agreements.

Neither OOM&F nor its affiliates provide ANY legal advice whatsoever. Please consult your legal advisers to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depend on the specific facts of your own situation at the time your taxes are prepared. This post subject to terms and conditions of use of [You must be registered and logged in to see this link.]


Last edited by MiddleClassMaiden on Tue Apr 23, 2013 4:53 pm; edited 1 time in total (Reason for editing : word syntax - correct grammar & quantity - title seqence - clarity)
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.MiddleClassMaiden
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Re: LEARN about SUDDEN WEALTH SYNDROME - BENEFITS or PROBLEMS?

Post  Hisfavorngrace on Tue Apr 23, 2013 5:17 pm

Thanks for all your hard work Middleclassmaiden, you are a blessing

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