The Windfall

Sometimes good things happen to good people. Perhaps that impulsive lottery ticket turned into millions. Or it turns out your parents actually were the “millionaire next door” and left you a sizeable portion of their estate. While many of us only dream of these situations, they do happen more frequently than one would imagine. When they do, recipients are often unprepared and face immense time pressure to organize a plan.

Key considerations are:

How do I optimize the legal and tax structure for receipt of the assets, and maintain privacy regarding my wealth?

How do I organize a wealth management plan that allows me to enjoy the good fortune, but avoids the impulse to spend instead of preserving assets for the future?

How to I effectively “Pay It Forward” to create a legacy for my family or donate to charity?

By having an integrated team of tax and legal professionals, Sagace Wealth is able to quickly assess the situation and optimize a plan for success now, and into the future.