By Vania Raebel | October 9, 2019
Managing The Big Bucks
So, how was the family going to manage all that money? $340,000 is no joke. Indeed, such a sum has to be handled really well. The family needed assistance from financial professionals who could help them identify the best ways to spend, save, and invest their money to ensure it set them up for life.
Seeing this need, Matt White set up a meeting with an attorney who could help them in handling the money and avoiding a painful hit from taxes. The money would be set up in a trust to avoid any risks of anyone trying to come and claim all that cash. Through it all, White became a close family friend whose only goal was to look out for them.
