Florida Elder Law & Estate Planning Blog

Social Security Line
Be your own Social Security advocate
July 12, 2017

About 10,000 Americans turn 65 each day, according to the Pew Research Center. Social Security offices are fielding massive numbers of inquiries as the Baby Boomers head into their benefits-collecting years. Unfortunately, studies show that office staff do not consistently…

nursing home
Steps to take when a Social Security recipient dies
November 6, 2016

Despite all the trauma that accompanies the death of a loved one, certain tasks must be attended to without too great a delay. If the decedent was receiving Social Security benefits, one of the tasks is notifying the Social Security…

Older Couple Social Security
Do your Social Security homework before you apply for benefits!
September 22, 2016

If you are relying solely on the Social Security Administration staff or its website to help you determine when and how to take benefits, you should probably do a little more research. The General Accounting Office just released its analysis…

New Social Security scam looks real but don’t fall for it
February 7, 2016

The email’s subject line says “Get Protected,” but following its instructions will do anything but protect you. The sender appears to be the “Social Security Administration,” but it’s not. It’s a new and devious phishing scam. The real Social Security…

Student Debt
Retirees with student debt: Social Security benefits may be compromised
September 13, 2014

It’s no secret: There’s a student debt crisis in this country. But who imagined that student debt is a growing problem for the senior population? While few households headed by individuals 65 or older carry student loans, there has been…

U.S. Supreme Court cites Florida inheritance law in unusual case
May 22, 2012

The U.S. Supreme Court recently handed down its decision in the case of Astrue v. Capato. The circumstances of the case are ones most of us will never experience. Nonetheless, the case has lessons for everyone. It underscores the importance of creating a…

New law protects garnishment of automatic Social Security funds
May 18, 2011

In a perfect world, Social Security funds in your bank account should be immune to garnishment for any unpaid debts. Federal law says so. But in the real world, it happens. A lot. The National Consumer Law Center estimates that about…