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 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

Publisher ‏ : ‎ Simple Subjects, LLC (October 19, 2022)
Language ‏ : ‎ English
Paperback ‏ : ‎ 152 pages
ISBN-10 ‏ : ‎ 1950967123
ISBN-13 ‏ : ‎ 978-1950967124
Item Weight ‏ : ‎ 6.1 ounces
Dimensions ‏ : ‎ 5 x 0.38 x 8 inches