After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
n nAs 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.
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n nAs 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.n n nn nThis book walks you through it, in plain language.n n nn n nn nPart One: Immediate Next Stepsn n nn n1. Learn the Terms (The Estate Administration Process)n n2. Getting Organizedn n3. Notifying Necessary Partiesn n4. Initial Responsibilities as Personal Representativen n5. Updating Your Own Estate Plann n nn nPart Two: Intermediate Next Stepsn n nn n6. Social Security Planningn n7. Further Responsibilities as Personal Representativen n8. Handling Inherited Retirement Accountsn n9. Additional Options as a Beneficiary and Surviving Spousen n10. Tax Returnsn n11. Reassessing Your Own Financesn n12. Reassess Your Portfolion n13. Finding Professional Assistancen n nn nConclusion: What's Next?n n nn nAppendix A: Does an Inheritance Create Taxable Income?n n nn nAppendix B: Social Security Widow(er) Benefit Math Detailsn n nn nAppendix C: Dealing with Trustsn n nn
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