Lump Sum vs. Structured Settlement: What’s the Better Choice?
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 sum cash payment is the ideal method of accepting the proceeds, it may be more beneficial to place all or a portion of the proceeds in a structured settlement […]
What is a Certified Financial Transitionist®- and How Can Your Clients Benefit from Using One?
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, many find it difficult to determine the best course of action for managing the funds. Traditional financial advisors may be missing out on a key aspect of this process […]
Settlement Planner Spotlight: Traci Kaas, CSSC, CeFT
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 as it chose me. I strongly feel that your past shapes your present. There was a time in my life that I would have made different decisions during a […]
Signs of Transition Fatigue
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 leader in the philosophy and practice of change management. The success rate for managing life transition events is disappointing, and the goal of the Sudden Money® Institute is to improve […]
Do You Have a Settlement Brain Trust?
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 course of their case. With that trust comes a profound responsibility, and the best way to honor that trust and responsibility is to have a team of specialized advisors—a […]