Free assessment

Are you prepared for your settlement?

Answer six quick questions to see which tax, benefits and income decisions to review before your settlement is finalized.

About 2 minutes No obligation Available nationwide

AttorneysCPAsCFP® professionals

Timing matters. Some options, such as structured settlements and settlement trusts, generally have to be arranged before your settlement funds are received.

Step 1 of 6Timing

How it works

A clear starting point before you sign

STEP 1

Answer six questions

Tell us where your case stands, what kind of case it is, and what matters most to you. Estimates are fine.

STEP 2

See your planning priorities

Get a short summary of the tax, benefits and income decisions that may apply, starting with the most time-sensitive.

STEP 3

Take the next step

Depending on your answers, book a free 15-minute call with a settlement planner or read articles matched to your situation.

Who we are

Settlement planning is all we do

For more than 20 years, our attorneys, CPAs and CFP® professionals have helped plaintiffs and their attorneys plan for legal settlements, so clients avoid costly mistakes and protect what they receive.

Greg MaxwellJD, MS, CFP®
Bryce MaxwellMAcc, CPA
Daniel MaxwellJD

What we help you review

How your settlement may be taxed, including the attorney-fee portion
How a lump sum could affect SSI, Medicaid or other needs-based benefits
Whether scheduled payments from a structured settlement annuity fit your needs
Trusts and investment plans that help protect the money over time
What has to be decided before you sign, and what can wait

Questions

Frequently asked questions

Why does timing matter so much when receiving a settlement?

Some strategies have to be in place before you receive the money. A structured settlement annuity, for example, generally must be set up as part of the settlement itself. Once funds are paid to you, those options may be gone, though other planning can still help.

I already signed or received my settlement. Can you help?

Our planning work happens before a settlement agreement is signed, so we can't take on finalized settlements. Your results will point you to articles about taxes, benefits and managing the money from here.

Do you represent clients in lawsuits?

No. We don't handle legal cases or negotiate settlements. We work alongside your attorney to plan for the settlement you're about to receive, since some decisions need to be written into the agreement.

Will you share my information?

No. Your answers and contact details are used only to send your results and follow up about your settlement. We never sell or share your email or phone number.

Who is on the Amicus team?

Amicus Settlement Planners is a team of attorneys, CPAs, CFP® professionals and settlement planners who have focused only on legal settlements for more than 20 years. The firm is led by Greg Maxwell, JD, MS, CFP®, Bryce Maxwell, MAcc, CPA, and Daniel Maxwell, JD. We work with plaintiffs and their attorneys to plan for taxes, government benefits and long-term income before a settlement is finalized.

The best time to plan is before your case settles.

Start my free assessment