January 12, 2018
When it comes to placing settlement proceeds or attorney fees in an annuity, claimants and attorneys may find themselves confused about the tax implications associated with […]
May 19, 2017
If you have ever been injured on the job, you know how overwhelming it feels to try and replace your income while you and your family […]
May 4, 2017
When an attorney works with a personal injury or wrongful death claimant, the ultimate goal is generally to maximize the recovery for the claimant. While […]
April 26, 2017
When Congress enacted the Periodic Payment Settlement Tax Act of 1982, the Federal Tax Code was amended to provide special tax treatment for certain types of settlement […]
March 28, 2017
Structured settlements are a tool for claimants involved personal injury, wrongful death, and workers’ compensation cases. By structuring settlement proceeds into a series of periodic payments, […]
March 21, 2017
Many people hear the words “annuity” and “structured settlement” and assume they mean the same thing. While annuities and structured settlements do share a number of […]
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 […]
February 22, 2016
If your client is a minor receiving a settlement, you know that the financial decisions made now can have a long-term impact on your client’s […]
October 21, 2015
Last year, Pacific Life unveiled a new product, the Index-Linked Annuity Payment Adjustment Rider (ILAPA). The ILAPA product is an optional rider for claimants who choose […]