The Plaintiff-First Approach to Settlement Planning
Needs & Risks
There can be a strong temptation for plaintiffs to spend settlement money immediately, often wearing away the settlement that was intended to last a lifetime. Our settlement planning solutions provide protection against premature depletion of funds. We work together to develop the best course of action for each plaintiff and their family, helping instill a sense of security and restore peace of mind.
To maximize your settlement planning and to ensure future financial security, our settlement planners will conduct a free risk assessment.
Allocating Your Settlement
Once a settlement amount is decided upon, it is beneficial to have a financial expert determine how much to allocate to different financial assets in order to protect against certain risks. Taking your settlement and creating a balance between trusts, investments, and insurance is important to mitigate risk, ensure long-term security, and give yourself the tools and flexibility to handle the unexpected.
Our team of settlement planning experts works with you and your attorney to create a customized portfolio using top money managers and investment solutions tailored to your current and continuing needs.
Suitability & Government
Milestone Consulting uses an analytical approach to determine which financial vehicles are appropriate in order to preserve eligibility status for needs-based government programs, such as Medicaid and Social Security Income.
Choosing the Most Professional Team
In addition to a settlement planner, you benefit from having other professionals on your team as you look forward to life after your settlement.
The right trust attorney is one who specializes in the selected trust vehicle; however, it is client compatibility that establishes the confidence required to manage the variables associated with trust planning.
This process helps determine which potential trustees share the same risk-averse, long-term, stability-related philosophy upon which the trust will be established.