The Survivor Assistance Handbook: A Guide for Financial Transition (Paperback)

~ (Author) "Immediately following the death of a loved one, unfortunately several pieces of business must be attended to..." (more)
Key Phrases: estate tax return, Certified Financial, Supplemental Security Income, Telephone Preference Service (more...)

Editorial Reviews

Review

Funeral directors, committed to aftercare, should take a closer look at this excellent book and consider offering it to clients. -- SCOTT ANTHONY, CFSP, Vice President of New York State Funeral Directors Association

Funeral directors, committed to aftercare, should take a closer look at this excellent book and consider offering it to clients. --SCOTT ANTHONY, CFSP, Vice President of New York State Funeral Directors Association

Mark's checklists of things to do after a person passes away is the most complete I have seen. -- Kerry Kerstetter, CPA

Mark's firsthand experience as a survivor empowers others in a most effective and appropriate way. -- Susan Phillips, President/CEO, HospiceCare Inc.

Mark's firsthand experience as a survivor empowers others in a most effective and appropriate way. --Susan Phillips, President/CEO, HospiceCare Inc.

The SurvivorAssistance Handbook is the most comprehensive guide compiled for people who have experienced the death of a loved one. -- Russell P. Friedman, Executive Director - The Grief Recovery Institute Educational Foundation and co-author of The Grief Recovery Handbook and When Children Grieve

This Handbook is the most comprehensive guide compiled for people who have experienced the death of a loved one. -- RUSSELL P. FRIEDMAN, Executive Director - The Grief Recovery Institute Educational Foundation and co-author of The Grief Recovery Handbook and When Children Grieve

This Handbook is the most comprehensive guide compiled for people who have experienced the death of a loved one. --RUSSELL P. FRIEDMAN, Executive Director - The Grief Recovery Institute Educational Foundation and co-author of The Grief Recovery Handbook and When Children Grieve

This is a extremely beneficial tool for all who face the challenges of financial transition in the midst of grief. -- Susan Phillips, President/CEO, HospiceCare Inc.

Product Description

An invaluable reference for anyone experiencing the loss of a spouse or partner. By following this detailed financial roadmap, you will save time; more effectively manage the mountain of paperwork that follows death and safeguard your financial future by making better and smarter decisions about the estate. This third edition includes new estate management, IRA distribution and legacy planning chapters.

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Product Details

• Paperback: 128 pages
• Publisher: Eastside Financial Education (March 15, 2006)
• Language: English
• ISBN-10: 0972535608
• ISBN-13: 978-0972535601
• Product Dimensions: 8.3 x 5.3 x 0.2 inches
• Shipping Weight: 4 ounces
• Average Customer Review: 5.0 out of 5 stars  See all reviews (7 customer reviews)
• Amazon.com Sales Rank: #1,758,131 in Books (See Bestsellers in Books)

Customer Reviews

Most Helpful Customer Reviews

6 of 6 people found the following review helpful:

5.0 out of 5 stars A necessary Guide for survivors ., May 16, 2003

By	Brian Card (Springwater, NY USA) - See all my reviews (REAL NAME)

If your loved dies suddenly or you know its coming this is the essential book to read about handing the situation.

A compact guide on what to do when and how. It brings together in one easy to read and understand format the information you will need immediately after a death and later on.

This is a book to have on hand as you would have a dictionary.

When my mother died I found it was dificult to get the information I needed. Laywers can be very expensive. If I had this book it would have saved my time and money.

4 of 4 people found the following review helpful:

5.0 out of 5 stars A necessary reference guide., June 5, 2003

By A Customer

How would you hendle the death of a loved one? For me, until I read this book, I wouldn't have had a clue! I think this book makes sense for anyone who is going through the financial transition that death brings to survivors but also to anyone who wants to be prepared for the event. Think about it...we will all eventually have to face this, why not be prepared? This book covers more details than I would have thought of, and I work in the financial industry. I think a major plus to this book is that is gives definitions, addresses, phone numbers, web addresses, etc... of all the things and places you will need to know about. I would highly recommed this publication.

4 of 4 people found the following review helpful:

5.0 out of 5 stars Practical, March 16, 2003

By A Customer

Although the book origionally seemed small for the price I discovered that it had a lot of information. It covered everything from how to handle my husband's car lease to estate processing and identity theft. It was also well written and had a easy to follow format.