You Received a Settlement. Don't Spend It All in One Place with Nathan M. Evans, CSSC, CMSS

In this episode of 'Not Another TV Lawyer', hosts Chris Shakib and Jessica Hall sit down with Nathan Evans, an Arcadia Settlement Group expert in financial planning for individuals who have been injured in auto crashes. Sponsored by Terrell Hogan Law, the discussion brings to the surface the complexities and advantages of settlement planning, including the use of structured settlements to ensure long-term financial stability for clients.

This episode explores the critical timing of planning, potential tax benefits, and the necessity of early and inclusive discussions with clients. Nate shares real-life stories and insights about protecting settlement recoveries from being squandered, ensuring beneficiaries make sound financial decisions post-litigation. The episode underscores the importance of involving financial planners early in the process and offers practical advice for attorneys and injury victims alike.

00:00 Introduction to Not Another TV Lawyer

00:22 Meet Nathan Evans: Financial Planning for Injury Victims

01:44 Understanding Settlement Planning

02:48 Tax Advantages in Personal Injury Recoveries

06:02 The Importance of Early Financial Planning

10:09 Challenges and Pitfalls in Settlement Planning

16:50 Structured Settlements Explained

28:26 Protecting Government Benefits with Settlements

31:11 Conclusion and Contact Information

 

Visit https://mtsjax.fm/not-another-tv-lawyer for our showpage and more information on this episode.

 

Visit https://teamarcadia.com for more information on settlement planning. Nathan Evans is a Certified Structured Settlement Consultant, Certified Medicare Settlement Specialist with Arcadia Settlement Group, Inc.

 

Visit https://terrellhogan.com for more information on personal injury law.