7
Apr
2015
Settlement Planning
Posted On April 7, 2015
By David Hefley
And has No Comment
Receiving a disability related settlement is often both life-changing and stressful. We work with your legal team to receive the settlement proceeds, coordinate the necessary legal documents and develop an investment strategy that makes sure the assets provide what you need, for as long as you need them. This includes considering tax implications, and addressing the preservation of Medicare or Medicaid when appropriate.
