Survivor's Guide to Social Security Benefits
Nov 13, 2006 (Updated on Jul 11, 2011)
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
The rules are convoluted and tricky. However, good postmortem planning means that your clients will receive all of the benefits due. It may benefit your clients to conduct a Social Security reviewparticularly for newly widowed clients or those already receiving survivor's benefits.