The Settlement Alliance

November

Blog Posts in November, 2016

Settlement Planner Spotlight: Joanna Seidman Wynes, Esq. Nov 29, 2016

Primary Office Location: Ellicott City, Maryland What three traits define you? Tenacious, outgoing, and sincere. What is the greatest challenge you've had to overcome? My father became disabled around the time I turned fourteen. When my mom became ...

Tax-Free vs. Tax-Deferred Annuities: Which One is Right for Your Client? Nov 28, 2016

Depending on the type of settlement your client receives, there may be an opportunity to maximize the settlement funds while minimizing the tax burden. In some instances, your client may be eligible for an income-tax free structured settlement ...

Benefits of Special Needs Trusts Nov 22, 2016

If you or your loved one is disabled and will be receiving a settlement, you may want to consider incorporating a special needs trust into your settlement plan. Special needs trusts offer a number of valuable benefits that can contribute to the ...

Will My Settlement Award Conflict With Government Benefits? Nov 21, 2016

This is the time of year when everyone begins looking at their healthcare options for next year. If you are on Medicaid and you are about to accept a settlement, make sure you read this post first! Accepting a lump-sum settlement could potentially ...

We are proud to partner with the highest rated structured settlement providers in the industry:

  • American general Life Companies
  • Berkshire Hathaway Structured Settlements
  • Liberty Life Assurance Company of Boston
  • MetLife
  • Mutual of Omaha
  • New York Life
  • Pacific Life
  • Prudential