Greg MaxwellTax Planning Tips for Personal Injury AttorneysPersonal injury attorneys have two main tax strategies they can use to maximize their legal fees and defer income taxes. The first method…Sep 14, 2022Sep 14, 2022
Greg MaxwellHow to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?When a client receives a settlement, they often need a trust to protect the money. It could be a settlement protection trust or a special…Sep 7, 2022Sep 7, 2022
Greg MaxwellThe Difference Between a Structured Settlement and a Fixed Income AnnuityWhen it comes to settlement plans, attorneys and clients are most likely familiar with a structured settlement annuity. It is one of the…Jun 22, 2022Jun 22, 2022
Greg MaxwellFee Deferral Best Practices for Growing Wealth SuccessfullyHere at Amicus Settlement Planners, we have worked with hundreds of contingency fee-based plaintiff attorneys over the years. In working…Jun 15, 2022Jun 15, 2022
Greg MaxwellWhen to Recommend a Special Needs Trust for a Settling ClientA special needs trust may be an appropriate planning tool for a client who has a disability and has been awarded money from a lawsuit — and…Jun 8, 2022Jun 8, 2022
Greg MaxwellThe Benefits of a Structured Settlement AnnuityA structured settlement annuity is an excellent vehicle for those who are receiving a personal injury settlement and want to receive income…Jun 1, 2022Jun 1, 2022
Greg MaxwellWhat are the Differences Between a 401K Plan and a Deferred Compensation Plan?A 401k plan and a nonqualified deferred compensation plan both allow individuals to make contributions to an account meant to help fund…May 25, 2022May 25, 2022
Greg MaxwellWhat is the Difference Between a Special Needs Trust and an ABLE Account?Special needs trusts and ABLE accounts are both financial vehicles that are specifically designed to help individuals with special needs…May 18, 2022May 18, 2022
Greg MaxwellWhat Happens When a Past Client Decides to Sell Their AnnuityIt’s common for some clients to ask their attorneys if it is possible to sell their structured settlement annuities which have been…Mar 23, 2022Mar 23, 2022
Greg MaxwellHow to Defer Contingent Legal Fees Using Two Different Funding VehiclesPersonal injury attorneys who want to defer their contingent legal fees have two funding vehicles to choose from: a structured settlement…Mar 16, 2022Mar 16, 2022
