Our Services (Cost-Free)
- Consult on comprehensive financial planning issues relating to settlement
- Design creative proposals to match the claimant's needs and integrate with overall financial plan
- Consider estate planning issues such as taxes and proper beneficiary designations
- Evaluate structured settlement offers - determine present value
- Canvass the market for the best annuity benefits available
- Apply for rated ages (medical underwriting) for improved pricing and/or increased annuity benefits
- Analysis and/or development of Life Care Plans
- Develop medical and capital needs analyses
- Coordinate the settlement with public assistance (SSI, Medicaid) and/or private benefit programs
- Attendance and availability for consultation at mediations.
- Consult on settlement tax issues
- Deferred Compensation Planning for Attorney Fees
- Offer resources for many types of trusts and claims administration
- Provide instructions and guidance for completion of settlement documents
- Coordinate receipt of future periodic payments with Annuity Company
- Plan and coordinate 468B Qualified Settlement Fund where appropriate
- Coordination with Trustee and Claims Administrator, if any
NOTE: Huver & Associates, Inc. does not bill for services rendered. We are compensated separately by the annuity companies once the annuity is purchased pursuant to the terms of the Settlement Agreement.
