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?.
Summary:
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. --Amazon.
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