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ABC Accounting Group
ABC Accounting Group, Certified Public Accountant (CPA)
Category: Social Security
Satisfied Customers: 126
Experience:  Business Consultant/Accounting Manager
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My jother recently passed I am her daughter I understand I

Customer Question

my jother recently passed I am her daughter I understand I entitled to a small death benefit is that true to cover some funeral costs
JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.
Customer: what exactly do you need
JA: Is there anything else the Retirement Accountant should be aware of?
Customer: no im her daughter and trustee beneficiary
Submitted: 1 month ago.
Category: Social Security
Expert:  ABC Accounting Group replied 1 month ago.

Hi. Sorry to hear of your loss. There are some options:

Medicare Advantage plan called a Medicare Medical Savings Account (MSA) that you can set up to direct unused funds in the account to loved ones to help pay for your funeral expenses.

The Social Security survivors benefits program pays a special one-time lump sum amount (called the "Death Benefit") of $255 to help pay for funeral or burial costs for anyone who had qualified for Social Security benefits. Some additional information is provided via the following link:

If she was on Medicaid - I would check if she kept a special account for funeral expenses. Medicaid has an option for this.

Also - I would look at Social Security Survivor Benefits, as well.

Best Wishes to You.

Expert:  ABC Accounting Group replied 1 month ago.

If you have any questions, let me know. If not, a positive rating is very much appreciated.

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