FAQ – Social Security Survivor Benefits

Social Security Survivor Benefits are an important component when establishing a financial plan to help clients with their overall planning goals.

A frequently asked question by many of our clients who are widowed is:

“Do my Social Security benefits change upon the death of my spouse?”

Social Security Survivor Benefits offer a surviving spouse the opportunity to significantly increase his or her benefits based upon the benefits that were payable to the deceased spouse. When advising clients, it is vitally important for you, along with seniors and their loved ones, to understand how to maximize those benefits.

In order to assist you and help your clients to better understand Social Security Survivor Benefits, The Levin Law Firm has prepared a FAQ white paper on this topic.

Our “Social Security Survivor Benefits FAQ” includes the following five (5) sections:

• Most Common Scenarios for Clients
• Options for Surviving Spouses
• Graphical Explanation and Examples
• Impact of Divorce and Remarriage

Key Differences Between Survivor Benefits and Spousal Benefits

If you are interested in obtaining our “Social Security Survivor Benefits FAQ”, for your use and to share with selected clients, please click “Reply” and type “SS FAQ” in the subject line.

If you prefer, please send your request to us at: info@levinlawyer.com.

Please feel free to forward this edition of Estate Planning Matters to your friends, family members, and colleagues who may need to establish or update their personal estate plan.

To learn more about how The Levin Law Firm can create an estate plan designed to help your clients achieve their estate planning goals, please contact our office to schedule a Complimentary Consultation with attorney Phil Levin at (610) 977-2443.