Amicus Planners

At Amicus, we help attorneys and their clients with the legal and financial issues that arise at the time of settlement to ensure the best possible outcome.

[Amicus Planners @AmicusPlanners]

Are you tired of watching a significant portion of your hard-earned income disappear to taxes? Join Greg Maxwell and Daniel Maxwell for a webinar that could change the way you approach your finances forever.

👉Register now and secure your seat! https://t.co/WIMEqc2BFD

[Amicus Planners @AmicusPlanners]

Why Is It Important to Retain Your Own Settlement Planner?

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law

[Amicus Planners @AmicusPlanners]

Maximize your legal settlement by using smart strategies to reduce taxes and keep more of your money.

Use our Settlement Tax Calculator: https://t.co/9t5QnnwuK6

Learn more: https://t.co/OtcuLAFetU

[Amicus Planners @AmicusPlanners]

Settlements can be quite tricky whenever you have a client that’s on Medicaid, and it’s a topic that personal injury attorneys often ask our firm about.

In this video, Greg Maxwell discusses the two most common types of Medicaid and what you can do to avoid getting your client kicked off of Medicaid after settlement.

[Amicus Planners @AmicusPlanners]

Maximize your settlement gains by learning how to reduce your tax burden the right way.

Use our Settlement Tax Calculator: https://t.co/9t5Qnnx2zE

Learn more: https://t.co/E7QE68zTJN

[Amicus Planners @AmicusPlanners]

Setting up a special needs trust is one common option to preserve your client’s Medicaid or SSI benefits.

In this video, Greg Maxwell discusses what steps you need to take in order to correctly set up a special needs trust for your client.

[Amicus Planners @AmicusPlanners]

When is the Right Time to Bring in a Settlement Planner?

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law

[Amicus Planners @AmicusPlanners]

Have questions about the Plaintiff Recovery Trust? We have answers to help you get started!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement: https://t.co/Nt9xYzArgA

Learn more about "Plaintiff Recovery": https://t.co/027xchDfGD

[Amicus Planners @AmicusPlanners]

“If I send my client a settlement check, how will that affect their Medicare benefits?”

In this video, Greg Maxwell shares what will happen if you send a settlement check to a client who is on Medicare.

[Amicus Planners @AmicusPlanners]

What is Settlement Planning?

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law

[Amicus Planners @AmicusPlanners]

Planning for a structured settlement? Know the tax implications to optimize your financial future.

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
https://t.co/EqiYmiwkKs

Learn more about "Legal Recovery": https://t.co/7rL1q9zpLT

[Amicus Planners @AmicusPlanners]

Do you have a client who won't return your calls? This might be the reason...

In this video, Greg Maxwell shares one of the common reasons clients may not be returning your calls. (Hint: it has to do with their government benefits.)

[Amicus Planners @AmicusPlanners]

Are you ready to take control of your financial future? Start with smart settlement planning strategies!

Try our Settlement Tax Calculator now, calculate how much taxes you’ll pay for your settlement:
https://t.co/twCUqd4k5Q

Learn more about “Are Personal Injury Settlements Taxable?”: https://t.co/38iY3UOBCZ

[Amicus Planners @AmicusPlanners]

If you have a client who is on Medicare (or will soon be entitled to Medicare), it’s important to determine if you should set up a Medicare Set Aside account for them.

In this video, Greg Maxwell sheds some light on whether an MSA is required and what it means to consider Medicare's future interest.

[Amicus Planners @AmicusPlanners]

An Outsourced Solution to Government Benefits Planning

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law

[Amicus Planners @AmicusPlanners]

Don't pay more taxes than necessary! Discover how to navigate punitive damages and reduce your tax liability.

Use our settlement tax calculator at https://t.co/IxAeeBbw0G or visit https://t.co/29LdcqHEPB to learn more.

Learn more about "Are punitive damages taxable": https://t.co/dHisKG08Dw

[Amicus Planners @AmicusPlanners]

Clients receiving SSI benefits can lose those benefits when you send them their settlement check.

In this video, Greg Maxwell discusses how SSI is affected by receiving settlement — plus, Greg discusses a quick tip to help you determine if your clients are receiving SSDI or SSI.

[Amicus Planners @AmicusPlanners]

When to Consider Using a Qualified Settlement Fund

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law

[Amicus Planners @AmicusPlanners]

What’s the Plaintiff Double Tax Trap? Discover how it affects your legal recovery and what you can do about it.

Try our Settlement Tax Calculator now, calculate how much tax you’ll pay for your settlement:
https://t.co/lcZJWRQCdQ

Learn more about "Legal Recovery": https://t.co/mFbrwULZM7

[Amicus Planners @AmicusPlanners]

One common question we get from attorneys is: "Who is eligible for special needs trust and when should I consider it for my client?"

In this video, Greg Maxwell discusses the eligibility requirements and use cases of special needs trusts.

[Amicus Planners @AmicusPlanners]

Navigating Medicare: Plaintiff Attorney Obligations When Settling a Case

#AmicusPlanners #SettlementPlanning #AttorneyFeeDeferral #Lawyer #Attorney #PersonalInjury #Law