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    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
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    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
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      • Estate and Gift Tax Figures
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      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
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Home » FAQ » Page 15

Why do I need an estate plan?

Whether you have already amassed a sizeable fortune, or have a modest estate, you likely care what happens to the assets you own if … [Read more...] about Why do I need an estate plan?

Date: April 20, 2023

How does retirement planning fit into my estate plan?

Throughout your working years, your retirement plan and your estate plan may have been separate plans. As you near retirement age, however, … [Read more...] about How does retirement planning fit into my estate plan?

Date: March 17, 2023

How do I apply for Social Security Retirement benefits?

The easiest way to apply for benefits is online through the Social Security Administration website. You can also apply by phone by calling … [Read more...] about How do I apply for Social Security Retirement benefits?

Date: March 17, 2023

How do I know how much I have paid into Social Security?

You can find out how much you have paid to date as well as get an estimate of what your benefit will be by navigating to the Social Security … [Read more...] about How do I know how much I have paid into Social Security?

Date: March 17, 2023

If I start collecting benefits early or late, how will it change my monthly benefit?

Starting your benefits early or late will significantly impact how much you receive each month. If you start your benefits early (prior to … [Read more...] about If I start collecting benefits early or late, how will it change my monthly benefit?

Date: March 17, 2023

When am I eligible to start collecting Social Security Retirement benefits?

The soonest you can start receiving payouts from Social Security Retirement is age 62 and the latest is age 70; however, you may choose to … [Read more...] about When am I eligible to start collecting Social Security Retirement benefits?

Date: March 17, 2023

Can I get Social Security Retirement benefits based on my ex-spouse’s work history?

Yes. You may be eligible to receive Social Security Retirement benefits based on the work history of your ex-spouse if you were married for … [Read more...] about Can I get Social Security Retirement benefits based on my ex-spouse’s work history?

Date: March 17, 2023

Can I get Social Security Retirement benefits if I am a widow/widower?

Yes. You may be eligible for retirement benefits based on your spouse’s work history if you are a widow or widower. The earliest you can … [Read more...] about Can I get Social Security Retirement benefits if I am a widow/widower?

Date: March 17, 2023

How are Social Security Retirement benefits calculated?

To qualify for Social Security benefits when you retire you must accumulate sufficient credits, based on your earnings, over the course of … [Read more...] about How are Social Security Retirement benefits calculated?

Date: March 17, 2023

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