Settlement Planning

Preparing A Lifetime of Financial Support

Legal settlements are large sums of money awarded for a variety of reasons – often to individuals or families after a legal victory from an injury or death from an accident. These funds are designed to compensate for a person’s inability to work or provide for their family’s needs. Advanced Legal Planning, PLLC helps clients understand their options and identify the best strategies and tools to ensure the settlement provides proper financial support today and well into the future.

Supporting Settlement Planning Clients

Providing Long-Term Support: A lump sum can seem like a financial windfall, but in some cases, structured settlements with recurring payments can be a better financial solution. We help clients understand their options and ensure they receive the financial settlement and support that is right for them.

Protecting Access to Benefits: Settlements can unintentionally disqualify individuals or families from need-based programs like Medicaid and SSI, which are vital to a person’s daily life.

Coordinating Care and Future Needs: Settlements need to account for the life you and your family are living today and how this picture will change over time with additional medical, housing, or support needs. We help our clients devise a plan that works today and throughout their life.

Protecting What You’ve Recovered: Like any financial asset, your settlement needs protection against risks or threats that could cause funds to disappear or dwindle over time. Our approach to planning starts with understanding your unique situation and future goals, then developing a plan that actively achieves them. 

Rely on Advanced Legal Planning to Protect Your Family’s Future

Advanced Legal Planning, PLLC is here for you. Contact us to discuss your settlement planning needs and learn how we’ve helped Idahoans navigate complex and sensitive legal topics with compassion and understanding.

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