The “Survivor’s Checklist”: 5 Steps to Take Immediately After a Spouse Passes
Confused by Social Security?
When a spouse passes, take these steps to protect income.
1. Notify Social Security
2. Do NOT Cash the Deceased Check
3. Apply for the $255 Death Benefit
4. File for Survivor Benefits
5. Review Tax Withholding
Recently widowed?
We can handle the strategy analysis so you can focus on healing.
Conclusion
Protect your financial future during a hard time.
About Author
Ray R. Harris
Ray R. Harris, RSSA®, partners with tax and legal professionals to provide specialized Social Security claiming analysis for high-net-worth clients aged 58–70. A former executive with an MBA and background in Finance, Ray mitigates liability for his partners by ensuring their clients optimize spousal benefits, tax efficiency, and lifetime income.
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