Your married clients are partners who depend on each other and have built a life together. So when one of those clients is no longer there, and his or her Social Security checks stop coming, how will that impact the surviving client’s lifestyle?

Fortunately, the surviving spouse will receive the larger of the couple’s two Social Security checks as a survivor’s benefit. But that still means the loss of one check.

We can help with strategies to help ensure the survivor continues to have the needed level of income to maintain his or her lifestyle.