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.
Many people correctly think of benefits for seniors as including retirement accounts and Social Security benefits, but few carefully consider how to incorporate all available elder benefits into their retirement plans. This blog is the first in a series of five outlining basic types of elder benefits to consider in establishing a comprehensive retirement plan. The first blog covers the importance of including employment benefits in your estate planning.