Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?
If your life or the law has changed since you signed your trust, it needs to be updated. Updates can…
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How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you…
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become…
Wondering Whether You Need to Update Your Estate Plan?
Yes, You Do and Here’s Why Please allow us to be frank. It’s unrealistic to think that a piece of…
Questionable Retirement in Social Security — Disability Attorney Serving West Valley City, Utah
The claimant began receiving retirement insurance benefits (RIB) in August, 1978, after claiming she was retired. She represented that going…
Work Reductions for Excess Earnings in Social Security — Disability Attorney serving Magna Utah
The claimant was born September 13, 1911 and had worked as a casualty insurance salesman. He first became entitled to…
Widow’s Social Security Benefits and Common Law Marriage — Disability Attorney Serving Tooele County
A claimant filed for widow’s social security benefits after the death of her purported common law husband. The claimant and…
Mother’s Survivor’s Benefits in Social Security
A claimant remarried after the death of her first husband, who was domiciled in Rhode Island at the time of…
Excess Earnings, the Retirement Earnings Test Exempt Amount, and the Grace Year in Social Security
A case from the 1980s, summarized below, deals with issues related to earning after one has begun retirement benefits. Claimant…
Exempt Property for SSI (Home and Adjoining Property)
A claimant who applied for SSI in 1983 owned two adjoining plots of land. On one plot (Lot 5) was…