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Sudden Wealth Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Office Lottery Pool: 5 Rules

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If you play Powerball or Mega Millions in an office lottery pool, you should be forewarned. If you are lucky enough to win, you may be unlucky in litigation. Many office lottery pools end up in litigation because they are not structured correctly. I wrote a column for Forbes called “5 Rules if You Play…

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6 Common Sudden Wealth Mistakes

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I recently wrote a column for Forbes titled “Don’t Make These 6 Common Sudden Wealth Mistakes.” Here are the six common sudden wealth mistakes: 1. Making unnecessary decisions. 2. Spending money. 3. Promising anything or making commitments. 4. Sharing news with others. 5. Retreating. 6. Self-medicating with alcohol/drugs. You can read a full description of…

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Robert Pagliarini Provides Lottery Winner Advice on BBC Radio

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Robert Pagliarini was asked to provide lottery winner advice and was interviewed on BBC Radio today regarding the sudden wealth effect of winning the lottery. The lottery was making big news after Margaret Loughrey won 27 million pounds in this week’s Euromillions Lottery. You can read about her lottery win on the BBC News website. Margaret…

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States that Allow Anonymous Lottery Winners

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How can you become an anonymous lottery Powerball winner? If you thought winning the Powerball lottery was difficult, try remaining anonymous! While it may be difficult to remain anonymous if you win the Powerball lottery, it’s not impossible. But first, why would you want to remain anonymous? Why not raise the big cardboard check high…

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Looking for Sudden Wealth Recipients for TV Show

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Want to be on TV? I’m involved with Core Media Group (http://www.coremediagroup.com)—the company responsible for American Idol and others. They are putting a documentary style show on a major network channel about people who come into wealth overnight. It is not a “reality” show, but more of a documentary format. They are working with me because, as…

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Sudden Wealth: The 6 Things You Must Know About Money That Comes Sudden

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It can happen all of a sudden. Money that may or may not be expected comes to you overnight. But just what is sudden wealth? There’s gradual money and there’s money that comes suddenly. Most of us are used to gradual money—earning an income and building a nest egg over time. It’s a slow and…

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Financial Advice for Lottery Winners

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Having worked with lottery winners and being recognized as a national expert on sudden wealth, I have financial advice for lottery winners. But first . . . congratulations on your win! As you’ve probably realized, nothing could have prepared you for the rush of emotions and adrenaline. [Read about our Sudden Wealth Lottery Winners Services]…

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Sudden Wealth Syndrome

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Robert Pagliarini was featured in a column titled “Sudden Wealth Syndrome” by the prestigious publication, Wealth Management. Here is a short excerpt from the column: Pagliarini identified some of earliest dangers windfall recipients often face which, if left unchecked, can lead to their financial and emotional demise: Many think they have more money than they…

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How To Reduce Income Tax After a Windfall

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I recently wrote a column for CBS Moneywatch titled “6 Ways to Cut Your Income Taxes After a Windfall“. Here is a preview of the six strategies discussed in that column…     1. Create a pension.  2. Create a captive insurance company. 3. Use a charitable limited liability company.  4. Use a charitable lead…

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Powerball Lottery Winners: MSN Article

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A new MSN article titled “Powerball winners now face their toughest odds” discusses the challenges facing the three recent Powerball lottery winners. Pacifica Wealth Advisors is mentioned in the article: “Those stories underscore the necessity of shelling out for a financial adviser, or even a team of experts, to help keep winners from making poor…

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