Seniors can use reverse mortgages to avoid draining their retirement portfolios when the market is down, and also to relocate to be nearer their children.
Reverse Mortgage Can Be an Important Element in an Estate Plan
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Social Security benefits and estate planning
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
More About Social Security and Estate Planning
A social security/tax planning strategy called the Social Security Split can impact estate and gift planning as well as social security benefits themselves…
Social Security Divorce Arithmetic Adds Up to One and a Half
Getting a divorce later in life can really put a crimp in retirement and estate planning, Lisa Zeiderman points out in Financial Advisor Magazine. At Geyer Law, we agree. Often called upon to draft estate planning documents for second marriages, we know how important...
How Do Your Social Security Benefits Relate to Your Estate Plan?
Your social security benefits needs to be considered part of your comprehensive estate plan.
If You Have Been Laid Off, Should You Take Your Social Security Benefits Early?
If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. For many, this means an unexpected shortage of cash. As retirement can last a long time, you should proceed with caution about finding ways to supplement cash flow if you have lost your job.
Social Security Changes Can Affect Estate Planning
When it comes to special needs planning and retirement planning, coordinating with benefits from Social Security is essential.
Estate Planning Around Social Security
“Social Security is known as the ‘third rail’ of politics: American voters are so protective of the federal retirement program that they’ll electrocute any politician who messes with it,” quips Richard Stolz in Employee Benefit Advisor. The problem for advisors,...
