• Personal Finance
  • After the Death of Your Spouse: Next Financial Steps for Surviving Spouses - Paperback
After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
  • SKU: 9781950967124
  • BARCODE: 9781950967124
  • VENDOR: BooksCloud

After the Death of Your Spouse: Next Financial Steps for Surviving Spouses - Paperback

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Description

by Mike Piper (Author)

As a surviving spouse, you might 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


Number of Pages: 154
Dimensions: 0.36 x 8 x 5 IN
Publication Date: October 24, 2022
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