Gayle Reeves' Blog

Special Needs Trusts

Gayle A. Reeves - Tuesday, September 01, 2015

I am seeing more and more people in my office who either have a disability or who have a child with a disability.  Many times the disabled individual is receiving public benefits such as Social Security Income (SSI) and Medicaid.  It used to be that the simple answer was to not leave anything to the disabled person.  However, there are many estate planning options available that will provide much better options.  The most common is to create a Trust that meets the statutory requirements to permit a disabled beneficiary to receive the benefits of the inheritance without affecting their public benefits.  ...read more

When to Claim Social Security Benefits

Gayle A. Reeves - Monday, February 24, 2014

When to claim Social Security Benefits has been in the news a lot lately.  It used to be easy.  You turn 62, retire, and begin receiving Social Security.  But with so many people working longer, whether by choice or necessity, the question of WHEN to take the benefits has become more important. ...read more