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Social Security Articles | SimplyTrust

Home→Social Security

Social Security

Learn how Social Security benefits impact estate planning decisions. Discover strategies for incorporating retirement benefits into your family's legacy plan.

Can Social Security benefits be inherited by family members?

Social Security benefits generally cannot be inherited like other assets, but surviving spouses and dependent children may qualify for survivor benefits based on the deceased's work record. These survivor benefits can provide important financial support and should be factored into estate planning considerations.

Congress Considers Changes to Secure Social Security Benefits

Congress Considers Changes to Secure Social Security Benefits

Discover how Congress plans to secure Social Security benefits and what it means for your retirement planning.

SimplyTrust EditorialJanuary 28, 2026

New Estate Planning Steps for Social Security Benefits

New Estate Planning Steps for Social Security Benefits

Discover the new estate planning steps affecting your Social Security benefits. Are you prepared for these changes?

SimplyTrust EditorialOctober 27, 2025

Understanding the Impact of Social Security Overpayments on Your Financial Future

Understanding the Impact of Social Security Overpayments on Your Financial Future

Learn about the Social Security overpayment recovery plan and how it could cut your benefits in half. Find out your options and how to manage these changes.

SimplyTrust EditorialJune 30, 2025