For Plaintiff Attorneys

AFG Settlement Planning offers a unique approach to assisting clients that differs from traditional options, such as lump sum payments or structured settlements. Our objective is to develop a personalized settlement plan, taking into consideration estate and tax planning, while safeguarding clients and their families for generations to come. 

Brian Adair's exceptional perspective on settlement planning places AFG in a class by itself. When his father was a victim of medical malpractice, Brian was appalled by the lack of creativity and attention given to plaintiffs when they receive a large sum of money. That motivated him to establish AFG Settlement Planning, which provides the same level of care and attention given to affluent families and business owners.

We recognize that every client is unique, just like every case, which is why we construct settlement plans from the ground up. Our team of certified financial planners, estate and trust attorneys, social workers, and case managers collaborate with clients and their attorneys before, during, and after the settlement process to create lifetime wealth planning that takes care of them and their families for generations.

It is crucial to consider the potential long-term effects of settling a case beyond just securing necessary funds. Several factors must be taken into account, such as the impact on the injured person's eligibility for government benefits, outstanding liens, and potential tax implications. It is also essential to consider the need for estate planning, the risk of losing government benefits due to settlement funds, and potential federal inheritance tax liabilities for families in certain cases.