Updated Tuesday, July 29, 2014 as of 10:48 AM ET
Inherit the Windfall
Friday, July 1, 2011

Brick Sturgeon remembers his "lightbulb moment." His clients were two middle-aged sisters who had inherited $500,000 from their father. Two years after his death, however, the money still sat in their father's accounts. Each time Sturgeon, a Raymond James advisor at Pinnacle Asset Management in Nashville, Tenn., spoke to them, they offered a new excuse: Their father's broker didn't return their calls, they misplaced the paperwork, they had no time. Finally, he realized the problem. The inheritance "represented finality to a great man's life," he says. "And they didn't want to acknowledge his death."

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