Excellent Social Security Strategy Link
As part of the estate planning process, we frequently need to analyze how much a person is likely to have upon death. […]
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Social Security After Death
One of the first questions we are asked is “do I have to do anything about Social Security”? Here are some important […]
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Social Security Statements
You may have noticed that you did not receive a Social Security statement recently. A little more than a year ago, the […]
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Termination Clause in Special Needs Trust
The Social Security Administration has issued new rules, SI 01120.199, related to the early termination of Self Settled Special Needs Trusts created […]
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What is a Self Settled Special Needs Trust?
There are generally two types of private special needs trusts: Third Party Special Needs Trusts; and Self Settled Special Needs Trusts (also […]
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