Author Archives: Joni B. Bailey

I’m 62 and cannot do my job any longer.  Should I Apply for Social Security Retirement or Social Security Disability? Or Both!

Some questions come up again and again at my office.  One of the most common questions goes like this: “I am 62 and I cannot do my job anymore. I’m missing work. My co-workers and boss are picking up the slack for me.  I’m struggling to figure out what I should do next. Should I apply for Social Security retirement or disability?”

The answer to this question is usually “both.”

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Estate Planning:  Find Lost Life Insurance Money With This Free Service

If you are the administrator or the executor of someone’s estate, you are responsible for tracking down the estate’s assets.

The estate assets could include the death benefits from a life insurance policy on the life of the person who just died.  Tracking down life insurance benefits is not always easy.

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When Can An Illinois Estate Be Distributed With A Small Estate Affidavit Instead of Probate?

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Social Security Administration (SSA) Changes the Rules May 1, 2017

 

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