Resources
Educational articles and guides for settlement recipients and the attorneys who serve them. No sales pitch — just information to help you think more clearly.
The weeks immediately after a settlement are often the most consequential. Some decisions made in this window are difficult to reverse. This guide walks through what deserves immediate attention, what can wait, and what to avoid.
If you receive Medicaid, Supplemental Security Income, or other means-tested government benefits, how you hold settlement funds can significantly affect your eligibility. This article explains the basic rules and the planning tools that may be available.
The tax treatment of personal injury settlements is not always intuitive. The general rule — that compensatory damages for physical injuries are excluded from income — has important exceptions. This article explains the basics and why a tax professional's input matters.
A structured settlement pays out over time rather than in a lump sum. For some recipients, this arrangement offers meaningful advantages. For others, a lump sum is more appropriate. This article explains how structured settlements work and the questions worth asking.
Settlement recipients are sometimes targeted by financial professionals, family members, or others who may not be acting in their best interest. This article covers how to recognize pressure, what questions to ask any financial professional, and how to slow down when it matters most.
Most personal injury attorneys focus — appropriately — on the legal recovery. But what happens to that recovery after the case closes is a client care question too. This article makes the case for why thoughtful attorneys are beginning to address it.
Any program that connects attorneys with financial professionals raises ethics questions. This article outlines the key issues — referral compensation, client consent, professional separation — and how a well-designed program addresses them.
Attorneys who want to make a post-settlement planning resource available often ask: what exactly should I say? This article offers practical language and framing — preserving client choice, avoiding unauthorized practice of financial advice, and keeping the firm's role appropriately limited.
The articles and guides on this page are for general educational purposes only. They do not constitute legal, tax, or financial advice. Every settlement situation is different. Consult qualified professionals before making decisions about your settlement funds.
