Taxation with Representation

Many consider a key component for retirement planning to be including Social Security in your estate plan, but navigating this federal benefit program can be challenging. This blog covers the basics of this federal government retirement benefit in one of a five-piece overview of benefits for seniors. The first blog covered how to identify and incorporate employment benefits into your estate plan. Here, the focus is on Social Security and estate planning specifically how Social Security benefits fit into your overall retirement plan.

What You Need to Know About Social Security ...