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Lucas Estate Planning

Social Security Strategies


One of the benefits of having spent much of your adult life working is the monthly Social Security check that will be waiting for you sometime down the road. However, when and how you apply for your Social Security benefits is a critical decision that can result in a difference of tens of thousands of dollars over the span of your retirement.


At Lucas Estate Planning our team specializes in maximizing Social Security for those ages 60 and up who are preparing for retirement or are in the early stages of retirement. We can answer many of your questions regarding Social Security, including: 


  • When am I eligible to receive Social Security benefits?

  • When is it the right time for me to file for Social Security?

  • Can I receive Social Security if I am still employed?

  • How does Social Security work for my spouse?

  • What happens to my Social Security benefits if my spouse or I die?

  • Will Social Security be around for all of my retirement?

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