Coming into money brings opportunities and challenges, and in many cases, mixed emotions.

Recipients of new wealth have many financial issues to consider.
They must deal with a wide variety of new and management, tax strategies, estate planning, and philanthropy.

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Discover how

A peek at what’s inside...

By the end of the book, this is what you will know:

  • Options for the short and long term
  • What you need to know about tax
  • Understanding tax structures
  • Learning to manage this new wealth
  • Developing an investment strategy
  • Taking steps to preserve your new wealth

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