After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
Piper, Mike
product information
Condition: New, UPC: 9781950967124, Publication Date: Sat, October 1, 2022, Type: Paperback ,
join & start selling
description
find yourself overwhelmed by all the administrative to-do items that you have to handle soon after the death of your spouse. There's a lot to do, much of which you've never done before. And you're supposed to get it all done while grieving.


This book walks you through it, in plain language.



Part One: Immediate Next Steps


1. Learn the Terms (The Estate Administration Process)

2. Getting Organized

3. Notifying Necessary Parties

4. Initial Responsibilities as Personal Representative

5. Updating Your Own Estate Plan


Part Two: Intermediate Next Steps


6. Social Security Planning

7. Further Responsibilities as Personal Representative

8. Handling Inherited Retirement Accounts

9. Additional Options as a Beneficiary and Surviving Spouse

10. Tax Returns

11. Reassessing Your Own Finances

12. Reassess Your Portfolio

13. Finding Professional Assistance


Conclusion: What's Next?


Appendix A: Does an Inheritance Create Taxable Income?


Appendix B: Social Security Widow(er) Benefit Math Details


Appendix C: Dealing with Trusts


reviews

Be the first to write a review

member goods

No member items were found under this heading.

notems store

listens & views

EVENING WITH THE NAKED CIVIL ...

by CRISP,QUENTIN

COMPACT DISC

out of stock

$28.99

SOUTH CRACK: THE ALBUM

by CHARLAMAGNE THA GOD

COMPACT DISC

out of stock

$13.99

GATHERING: SACRED BREATH

by EAGLE,BROOKE MEDICINE

COMPACT DISC

out of stock

$13.99

CHASING THE GIRL (UK)

by MAZARIN

7-INCH SINGLE

out of stock

$10.99

Return Policy

All sales are final

Shipping

No special shipping considerations available.
Shipping fees determined at checkout.
promoting relevance through notable postings ]
share it, buy it, sell it ]

A notem is a post that highlights an experience, idea, topic of interest, an event ... whatever a member believes worthy of discussion. Each notem becomes a pathway by which to make meaningful connections.

notems is a free, global social network that rewards members by the number and quality of notems they post.

notemote® © . Privacy Policy. Developed by Hartmann Software Group