What exactly is a Personal Representative or an Executor?

Many clients ask me what will be required of their “Personal Representative” or “Executor” when they pass away; and are concerned about their family members being required to undertake such a responsibility.   Here is some information to pass along to their family and to hopefully shed light on the duties required by the position. A… Read More

Last Year for Couples to Use 'Claim Now, Claim More' Later Social Security Strategy

This is the last year that spouses who are turning full retirement age can choose whether to take spousal benefits or to take benefits on their own record. The strategy, used by some couples to maximize their benefits, will not be available to people turning full retirement age after 2019. 

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