Depending on your situation, you may not have options when it comes to the timing or form of the funds you receive. It may come all at once, or over several years. It may be in cash, or in the form of investments, real estate, or other non-liquid assets.
A sudden increase in wealth can create investment, tax, estate, cash-flow, and family decisions at the same time. A deliberate process can help you organize what changed, identify deadlines, and avoid making permanent decisions under unnecessary pressure.