6. Talk With A Financial Advisor
A financial advisor can help you determine the best way to achieve your financial goals throughout your lifetime. While many people believe that a sudden windfall will change their fortunes and allow them to fulfill all of their dreams, a financial advisor can help you look at what you have available and what you can realistically expect.
Creating a financial strategy with a professional can help you make sure that you can pass on wealth to your children. While no plan is fail-safe (as many found out when the crisis of 2020 hit), having an idea that is grounded in realistic expectations and past performance generates a higher possibility of success.