Imagine hearing the amazing news that you have just won the lottery. Those magic numbers on your lottery ticket have just increased your net worth by $50 million. If you have received a massive inheritance (or won the lottery), you need a team of advisers on your side, looking out for your best interests. Your team should include your investment adviser, tax adviser and attorney. You need to be able to answer questions and determine your financial goals. For example, when are you going to need this money? What do you want to accomplish? Maybe you want to send your children to college or go on that dream vacation. Whatever your objectives might be, you need to ensure that you are on the right path. That means you need to diversify and protect your money. Once you know your goals, your team of advisers can give you good advice on how to diversify and lower your risk of losing your money on a down stock market. Your team of advisers can also help you minimize the unnecessary spending on federal or state tax. Have you taken the steps to diversify and protect your money? If not, contact an experienced Pennsylvania asset protection attorney at the law firm of Unruh, Turner, Burke & Frees. Be sure to order your FREE copy of the must-read book, Enhanced Estate Planning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works.
David M. Frees, III
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Attorney, Speaker and Author