January 19, 2018
Claimants involved in personal injury, wrongful death, and workers’ compensation cases have multiple options for handling their proceeds. While some may believe that a lump […]
June 7, 2017
When an individual suddenly receives a large sum of money, it can be overwhelming. Even if the influx of money is the result of positive circumstances, […]
February 13, 2017
Primary Office Location: Orange County, California Why did you choose to become a settlement planner? I don’t think I chose to be a settlement planner as much […]
December 11, 2014
Post by Traci Kaas, Certified Financial Transitionist® I’ve been studying people in transition as part of my training with the Sudden Money® Institute, which is the nation’s […]
November 9, 2014
Originally Published in the OCTLA Gavel In all likelihood, you, as your client’s attorney, will be the most trusted person a plaintiff will know over the […]