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After the death of your spouse next financial steps for surviving spouses

As a surviving spouse, you might find yourself overwhelmed by all the administrative and financial 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 wa...

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Main Author: Piper, Mike, 1984- (Author)
Format: Books Print Book
Language:English
Published: [United States] : Simple Subjects, LLC, [2022]
Subjects:
Widows > Finance, Personal.
Widowers > Finance, Personal.
Spouses > Death.
Probate law and practice.
Estate planning.
Wills.
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Table of Contents:
  • Part one: immediate next steps
  • Learn the terms (the estate administration process)
  • Getting organized
  • Notifying necessary parties
  • Initial responsibilities as personal representative
  • Updating your own estate plan
  • Part two: intermediate next steps
  • Social security planning
  • Further responsibilities as personal representative
  • Handling inherited retirement accounts
  • Additional options as a beneficiary and surviving spouse
  • Tax returns
  • Reassessing your own finances
  • Reassess your portfolio
  • Finding professional assistance
  • Conclusion: what's next?

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