Financial advisors can help suddenly-wealthy clients ensure that today’s windfall lasts longer than tomorrow – but doing so requires more than financial acumen. Clients also need help understanding the life transition that they are making.

“It's a huge transition. You're not just dealing with the windfall of the money, but also a major shift in life stages,” says Jean Arias, managing director of AMG Group of Raymond James. “Even in a positive case like winning the lotto, there's a big shift.”

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