Structured Sales – A Tax-Smart Strategy for Selling Appreciated Assets
What is a Structured Sale? If you’re selling a business, real estate, or other high-value assets, a structured sale offers a tax-efficient way to manage your proceeds. Instead of receiving the full sale price in one taxable lump sum, a structured sale spreads payments over time, allowing you to defer capital gains taxes and secure […]
The Role of Due Diligence in Protecting Settlement Funds
Why Due Diligence Matters in Settlement Planning For fiduciaries managing settlements, ensuring compliance, security, and proper allocation of funds is crucial. Due diligence is the process that protects beneficiaries from financial mismanagement, fraud, and legal complications. Key Responsibilities of Fiduciaries in Settlement Planning Common Risks Without Proper Due Diligence How JMW Settlements Ensures Due Diligence […]
Why Structured Settlements Are the Smart Choice for Injury Claimants
When a Lump Sum Isn’t the Best Option Winning a personal injury case or receiving a settlement after an accident is a major relief. However, many claimants quickly find that receiving a large lump sum doesn’t always lead to long-term financial security. This is where structured settlements come into play. What is a Structured Settlement? […]
