Spouse In Space
The Ultimate Survivor's Guide
by
Book Cover & Preview Text
Table Of Contents
Introduction……xi
Chapter 1: PREPLANNING……1
Decisions, Decisions……1
Chapter 2: NOTIFICATIONS……11
Whom to Call……11
What to Tell Them……27
The Way to Tell Them……29
Chapter 3: LOCATION……33
Where They Are Located……33
All wills and powers of attorney……33
Important papers, Deeds & Titles……35
Safe Deposit Box……39
Chapter 4: Sources Of Income……43
Where the Money Comes From……43
Salary, Pensions, Social Security, Investments, Rentals, CD’s, Brokerages……45
Chapter 5: Assets……49
Where the Money is Kept……49
Bank Accounts……49
Certificates of Deposit……53
Brokerage Accounts……57
401Ks……59
IRAs……61
Annuities……65
Trusts……67
Real Estate……69
Personal Loans we Made……71
Chapter 6: Liabilities……73
Where the Money Goes……73
Income Taxes……75
Property Taxes……77
Mortgages……79
Insurance……81
Credit Cards……83
Charge Accounts……85
Miscellaneous……87
Chapter 7: Medical……89
Names and Numbers……89
Chapter 8: Tradesmen……95
Key Service and Repair Name and Numbers……95
Chapter 9: Donations……105
Special Bequests……107
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About the Book
This guide will be invaluable to the surviving spouse, child, and/or executor in helping them cope with the details of everyday living when the person who “Takes care of everything” passes.
This is a step by step format which covers everything from financial matters to lists of local tradesmen you use. There is a place to note the location of every deed, title and legal document you ever need.
Sometimes, as we age, we forget where certain papers and documents are kept. Take a few hours to complete this and it will provide a ready reference guide for “those that do it all.”
About the Author
Philip Campbell is a sixty-six year old retired sales executive. In the past few years, he has served as the executor of both his parents’ and in-laws’ estates. Mr. Campbell has always handled all the family financial matters. In the event he would pass first, he wrote this manual to make the transition easier for his spouse and others in the same situation.
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