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Build Financial Safety

There are things you can do to protect your settlement money. Many must be done before settlement. For example, you can minimize your tax liability, but only if you settle in the right way. 

Many personal injury lawyers don’t know enough about taxes to advise you in this area. Make sure to speak with someone who does.

We know all the options and can help you understand them. From trusts to investment plans, from tax strategies to government benefits eligibility, we’ve seen it all. 

For all who have been injured and are awaiting settlement, or planning afterward, there are many actions that will make things better.

Some questions you should be asking are:

  • What should I do before settling to receive more?

  • What should I do after settling to preserve the money?

  • How does the settlement agreement affect my taxes?

  • Am I going to be taxed on my settlement?

  • Can I reduce future taxes by deducting medical expenses?

  • What unique investment options do I have?

  • Is my lawyer protecting my financial future?

  • Can I rely on government benefits?

  • How do I know if I have enough?

  • If I don’t have enough, what should I do?

  • What strategies can I use to stretch my settlement?

In the NextPhase Community we discuss how to answer these questions. There’s no one answer for everyone – but there is an answer for you. Become a Member for free. Benefit more as an Advanced Member.

6 Programs in NextPhase

Our Discussion Groups focus on questions like these. And you can ask your own. We’ll participate and so will other members. Members can access the General Discussion Group at no charge.

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Young Man in Therapy

Our Mental Health Program is the first of its kind offered in the United States. In one-on-one sessions, and in groups, gain a better understanding of your accident, your injuries, and the impact on your life and family. We’re here to help and to get you the help you need.

Our Financial & Settlement Design Program provides Members with information and education to prepare for choices before, during, and after settlement. From simple budgeting to detailed financial and settlement planning on complex cases, we’ll share our knowledge and experience. We offer this Program to Advanced Members at no charge, and to Members for a flat fee.

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Video Consultation

Our Mentorship Program connects our Members with previous settlement recipients who have survived and thrived.  Our mentors are here to give back and help others!

Our Online Tutorials cover a variety of subjects and we’re always recording more. They’ll prepare you to manage your case, your choices, and your new life. We also offer group meetings online to explore and answer questions on a range of subjects. 

Online Meeting
IT Consulting

Our Advisory Team offers one-on-one consulting. We’ve been advising injured plaintiffs for decades. We’ll have an informed answer to just about every question. If there’s a solution, we’ll find it. We offer this Program to Advanced Members at no charge, and to Members for a flat fee or by the hour.

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