Sudden wealth: when people need advice most

Connolly, Peter
December 2006
Money Management;12/7/2006, Vol. 20 Issue 46, p21
Trade Publication
The article provides several planning and process stages that financial advisors need to address prior to and after the cessation of the estate in Australia. According to the author, financial advisors must discuss with other professionals to help clients understand all potential issues concerning the estate. After examining all legal implications of beneficiaries, the advisors must evaluate the feelings of the clients toward money before the implementation process.


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