Social Security

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My father is in a nursing home on medicaid. he cashed out
my father is in a nursing home on medicaid. he cashed out his life insurance to purchase an irrrevocable funeral trust. … read more
RodneyT629
RodneyT629
CFO
MBA - Business
1,083 satisfied customers
My mother in law passed away in 2020. My husband was
My mother in law passed away in 2020. My husband was recipient of a life insurance policy for the amount of 47,241.76. We received a 1099-R for the amount of 23,541.10. We were told we would not have … read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
17,323 satisfied customers
My MOTHER, Tommie L had a $10,000 life ins policy with you.
My MOTHER, Tommie L George had a $10,000 life ins policy with you. She died on August 28, 2003. I am one of the co-executors of the will . Has this policy been paid and if so who was it paid to? … read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
17,323 satisfied customers
My mother in law passed away who needs to know. 71
my mother in law passed away who needs to know JA: What is your current age and retirement age? Customer: 71 JA: Anything else you want the Accountant to know before I connect you? Customer: no… read more
Rick
Rick
MBA
14,001 satisfied customers
I was wondering if my deceased Mother's Social Security
I was wondering if my deceased Mother's Social Security checks were still being issued? She died on 3/24/14 at the age of 94? I have run into a lot of irregularities i.e. using her death certificate a… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
42,097 satisfied customers
I receive Social Security Disability for COPD and emphysema.
I receive Social Security Disability for COPD and emphysema. My domestic partner recently passed away and left me as her life insurance beneficiary. 1)Will this cause me to lose my disability? 2) How … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
42,097 satisfied customers
I have received the first installment of an inheritance from
I have received the first installment of an inheritance from a trust set up by my deceased Mother. Do I need to report this to Social Security as it may affect my Medicare benefits? … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
42,097 satisfied customers
I'm on ssi. I will receive proceeds of a life insurance
I'm on ssi. I will receive proceeds of a life insurance policy due to a death in the family. I know what I want to do with this money-dental work and paying bills. will I get in trouble if I cash the check through my checking (direct deposit acct.) and take some of the money and open a savings acct in the same bank? I know I must report it. I am 61. … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
42,097 satisfied customers
My died and I need to know what to do with her checking
My ward died and I need to know what to do with her checking account, her only asset with less than $2,000. There is no guardian of her small estate. All of her assets go to me. This is social securit… read more
Lane
Lane
JD,CFP, MBA, CRPS
Doctoral Degree
26,029 satisfied customers
My grandfather bought some mineral rights in North Dakota
My grandfather bought some mineral rights in North Dakota about 100 years ago and now there is some money due my 100 year old mother but the company wants his SS no. in order to pay her what is owed. … read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
8,866 satisfied customers
My mother died in May 2015. I received a letter from an
My mother died in May 2015. I received a letter from an "Estate Recovery Program" asking us to pay back (for my mother) money she received in 2013 (Jan - Nov) from Kansas. I believe this money was fro… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
My 92 yr old mother moved to my home in Florida (from
My 92 yr old mother moved to my home in Florida (from Alabama) last October. The state of AL has been paying her Part B payment under a QMB program, which has now been cut off. Her only income is her … read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,379 satisfied customers
I have been receiving SSDI since 2000 based on a mental health
I have been receiving SSDI since 2000 based on a mental health qualifying mental health condition (bipolar disorder). My mother passed on Jan. 29. 2015. I have/am inheriting a substantial amount upon … read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
I was in a committed relationship for 23 years that resulted
I was in a committed relationship for 23 years that resulted in one daughter. We have both resided in the Georgia for the duration, He was legally married to another person for ten years and have adul… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
4,591 satisfied customers
Can SSI be used to pay for a second to die policy which funds
Can SSI be used to pay for a second to die policy which funds a special needs trust. My cognitively disabled son just received his first SSI check (he just turned 18). We have some life insurance (ter… read more
PhillipsEsq.
PhillipsEsq.
Attorney
JD
2,542 satisfied customers
we have a disabled adult male that has been receiving ssi for
we have a disabled adult male that has been receiving ssi for about 20 years. It would appear that his mother has terminal cancer. the adult male is the only child (new York). If the assets go to the … read more
dylatess
dylatess
ATTORNEY
JD
3,682 satisfied customers
I am the trustee for a friends living trust who passed away
I am the trustee for a friend's living trust who passed away 4 years ago. Recently, I learned that a limiting age (superannuated) contract was open for my friend's deceased mother (She passed away in … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
4,591 satisfied customers
My son in law is now 34 yrs old. His father died when he was
My son in law is now 34 yrs old. His father died when he was 12 yrs old while in the military. His parents were divorced and his father had sole custody. His grandmother took care of him when his Dad … read more
Taxtom
Taxtom
Accountant
Bachelor's Degree
1,306 satisfied customers
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Meet the Experts:

dylatess

dylatess

ATTORNEY

3,682 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,591 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

3,071 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Christopher B, Esq.

Christopher B, Esq.

Attorney

17,323 satisfied customers

Attorney licensed for 17 years specializing in various fields.

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,379 satisfied customers

25+ years legal exp. - 15+ years owning/operating her own SSD Law practice.

Loren

Loren

Attorney

3,374 satisfied customers

Attorney

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Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

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