Estate and Elder Law

Recent Posts

A Recent Study on How to Outsmart Social Security
Posted on 19 Mar 2012 by Marc J. Soss

A savvy Sarasota or Bradenton Florida retiree can maximize their Social Security benefits by choosing to begin payments at just the right time. Eligible Sarasota and Bradenton residents who turn 62 this year must wait until age 66 to begin receiving full... Read More

Oast & Hook: Taxation of Social Security Benefits
Posted on 8 May 2012 by Andrew H. Hook, CELA, CFP®

By Andrew Hook As a firm specializing in assisting retirees and their families, Oast & Hook is frequently asked by its clients how their Social Security benefits are taxed. That depends on their other income. In the worst case scenario, 85% of the... Read More

Williams Mullen: Benefit Limits and Contributions for 2012
Posted on 25 Oct 2011 by Williams Mullen

BY: CATHERINE M. MARRIOTT The Commissioner of the Internal Revenue has adjusted the dollar limitations for benefits and contributions that apply to retirement plans. The Social Security Administration has also adjusted the Social Security earnings limit... Read More

Annual SSA Earnings/Benefit Statements Ceased
Posted on 14 Nov 2011 by Gregory Herman-Giddens

In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were not receiving Social Security or Medicare benefits. The statement listed a worker's earnings record along with estimated... Read More

State Net Capitol Journal: Helping Workers Help Themselves
Posted on 18 Jun 2012 by State Net

When Dr. Dena Davidson graduated from the University of California, Berkeley School of Optometry in 1995, her expectations were pretty reasonable. "I knew being an optometrist was not going to make me rich," she says. "But I felt I would... Read More

Annual SSA Earnings/Benefit Statements Ceased
Posted on 14 Nov 2011 by Gregory Herman-Giddens

In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were not receiving Social Security or Medicare benefits. The statement listed a worker's earnings record along with estimated... Read More

In a Six-Year Blink of the Eye, Social Security Might Be Drained
Posted on 23 Aug 2011 by LexisNexis Estate and Elder Law Community Staff

According to a recent AP report , the Social Security disability fund is on a 6-year brink of destruction. Estimates project that the disability trust will run out of money by 2017, with the retirement fund drying up about two decades later. The... Read More