Financial Planning After the Settlement

Ringler Radio - Structured Settlements and Legal Topics

In this episode, we sit down with Steve Sandberg from Legend Financial to explore how financial planning plays a critical role in workers’ compensation settlements. Winning a fair settlement is only half the battle—ensuring those funds last and protect eligibility for benefits is the next step.

We discuss the risks of lump-sum payouts, the importance of integrating structures and trusts, and the practical strategies attorneys can use to help clients avoid outliving their money. You’ll hear how financial professionals work alongside attorneys to preserve benefits, anticipate long-term needs, and provide peace of mind for injured workers navigating uncertain futures.

Key Takeaways:

• Why settlements without financial planning often fall short
• How structures and settlement trusts work together to safeguard benefits
• The critical questions attorneys should ask to protect clients long-term
• The value of partnering with financial experts early in the case

Whether you’re a seasoned workers’ comp attorney or new to settlement planning, this episode will equip you with tools to extend your advocacy beyond the courtroom and ensure your clients’ recoveries are built to last.

To learn more about the services that Legend Financial offers, visit their webpage at https://legendfms.com/

To work with a Ringler consultant on a settlement, find us at www.ringlerassociates.com