The Settlement Alliance


Blog Posts in January, 2017

Does Bankruptcy Affect Personal Injury Settlements? Jan 31, 2017

If you filed a personal injury claim prior to filing a bankruptcy or during an open bankruptcy, the bankruptcy could affect the disbursement of your settlement proceeds. In many instances, there are steps that can be taken to help preserve your ...

Does Settlement Money Have to Be Reported on Taxes? Jan 26, 2017

Tax season officially started this week, and with that comes many questions—especially if you received settlement proceeds in 2016. By law, certain types of settlement proceeds must be reported as taxable income, while others do not. Here is what you ...

Does a Personal Injury Settlement Affect Medicaid? Jan 24, 2017

When you are injured, the last thing you want to think about is losing money that provides for your medical needs. Did you know that accepting a personal injury settlement could jeopardize your Medicaid benefits, or that you may have to reimburse ...

What is a d4A Trust? Jan 20, 2017

A d4A trust is a type of Special Needs Trust , intended to protect the assets of a disabled individual. You may have heard of it referred to as a “first party special needs trust.” The “d4A” designation comes from its place in federal law: 42 U.S.C. ...

5 Tips for Improving Client Satisfaction in 2017 Jan 13, 2017

Whether you are a seasoned attorney or just starting out, you know how important it is to keep a steady stream of satisfied clients. Here are 5 ways your settlement planner can help increase your firm’s standard of client care this year: 1. MEDIATION ...

Settlement Planner Spotlight: John Mendoza Jan 12, 2017

Primary Office Location: Rio Grande Valley, Texas What is your personal motto? My personal motto is “improvise, adapt, overcome,” which I have lived by since my time in MCJROTC in high school. Life challenges all of us on a daily basis and it is how ...

What Happens When a Minor Settles a Lawsuit? Jan 10, 2017

For a parent, there are few things more frightening than when your child is injured. If a lawsuit is involved, that can make the situation even more overwhelming. Here are the basic things you need to know about what to do if you expect that your ...

Here’s Why You Shouldn’t Sell a Structured Settlement For Cash Jan 6, 2017

Structured settlements are a great tool for preserving your settlement recovery and taking advantage of important tax benefits. Unfortunately, if your structured settlement isn’t planned properly up front—taking into account future medical needs, ...

Settlement Planner Spotlight: Kimberly Ponthieux Overby Jan 3, 2017

Primary Office Location: Houston, Texas What three traits define you? Loyal, Hardworking, Compassionate What line of work were you in before you became a Settlement Planner? Prior to working as a Settlement Planner, I worked 20+ years in the field of ...

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