{"product_id":"after-the-death-of-your-spouse-next-financial-steps-for-surviving-spouses-9781950967124","title":"After the Death of Your Spouse: Next Financial Steps for Surviving Spouses","description":"\u003cp\u003eAs 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.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eThis book walks you through it, in plain language.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart One: Immediate Next Steps\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e1. Learn the Terms (The Estate Administration Process)\u003c\/p\u003e\u003cp\u003e2. Getting Organized\u003c\/p\u003e\u003cp\u003e3. Notifying Necessary Parties\u003c\/p\u003e\u003cp\u003e4. Initial Responsibilities as Personal Representative\u003c\/p\u003e\u003cp\u003e5. Updating Your Own Estate Plan\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePart Two: Intermediate Next Steps\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e6. Social Security Planning\u003c\/p\u003e\u003cp\u003e7. Further Responsibilities as Personal Representative\u003c\/p\u003e\u003cp\u003e8. Handling Inherited Retirement Accounts\u003c\/p\u003e\u003cp\u003e9. Additional Options as a Beneficiary and Surviving Spouse\u003c\/p\u003e\u003cp\u003e10. Tax Returns\u003c\/p\u003e\u003cp\u003e11. Reassessing Your Own Finances\u003c\/p\u003e\u003cp\u003e12. Reassess Your Portfolio\u003c\/p\u003e\u003cp\u003e13. Finding Professional Assistance\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eConclusion: What's Next?\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAppendix A: Does an Inheritance Create Taxable Income?\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAppendix B: Social Security Widow(er) Benefit Math Details\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAppendix C: Dealing with Trusts\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cbr\u003e","brand":"Simple Subjects","offers":[{"title":"Default Title","offer_id":50724952539410,"sku":"9781950967124","price":15.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_47308d19-10fb-44c1-beae-fdd2c93a4525.jpg?v=1734814875","url":"https:\/\/surprise-castle.myshopify.com\/products\/after-the-death-of-your-spouse-next-financial-steps-for-surviving-spouses-9781950967124","provider":"Surprise Castle","version":"1.0","type":"link"}