UNITED STATES After-Death Checklist (Paperback)
Lingua: inglese
Editore: Success Publications Sar, 2026
- Brossura
- Nuovo
Da: AussieBookSeller, Truganina, VIC, AustraliaAussieBookSeller
Venditore AbeBooks dal 22 giugno 2007
Condizione: Nuovo
EUR 37,14
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Paperback. United States After-Death ChecklistA Practical Step-by-Step Guide on What to Do and Who to Notify After a DeathLosing a loved one is overwhelming. Alongside grief, families are often faced with complex legal, financial and administrative responsibilities at a time when clarity and support are needed most.The United States After-Death Checklist provides a clear, compassionate roadmap for navigating what to do when someone dies in the United States. Written in plain English, this practical guide helps you understand each step, avoid costly mistakes and ensure nothing important is overlooked.Unlike many bereavement guides, this book explains both federal requirements and highlights where state laws may differ, helping families confidently navigate one of life's most difficult experiences.From the first few days after a death through to final estate administration, this comprehensive U.S.-specific guide explains what needs to be done, who to contact and what deadlines matter most, helping you stay organised during an incredibly difficult time.Inside this guide, you will find: - Immediate steps to take after a death, including obtaining certified death certificates and arranging a funeral.- Who to notify, including the Social Security Administration, Medicare, Veterans Affairs, the IRS, state agencies, employers, financial institutions and other key organisations.- A comprehensive guide to Social Security survivor benefits and how to maximise your entitlements.- Probate explained in plain English, including estate administration, small estate procedures and when probate may not be required.- What happens if someone dies without a Will, including state intestacy laws and inheritance rights.- Guidance on inherited IRAs, 401(k)s, HSAs and retirement accounts, including the rules beneficiaries need to understand.- Life insurance claims, employer death benefits, pensions, savings bonds, Treasury securities and other financial assets.- Finding unclaimed property, dormant bank accounts, forgotten pensions, retirement benefits and other overlooked assets.- Digital legacy planning, including Facebook, Google, Apple, LinkedIn, PayPal, Amazon and other online accounts.- Practical checklists, key contacts and trusted resources to help keep everything organised from start to finish.This updated 2026 edition includes the latest guidance on Social Security survivor benefits, inherited retirement account rules, federal estate tax thresholds, digital asset management, unclaimed property resources and other important developments that families often discover too late.Whether you are coping with a recent bereavement, acting as an executor or administrator, or planning ahead to protect your loved ones, the United States After-Death Checklist provides practical guidance, trusted information and reassurance when it matters most.Written by Wayne Hutchinson and Nadeen Swaby, founders of Handle My Affairs, this guide combines professional knowledge with lived experience of loss. Their approach is compassionate, practical and focused on empowering families with clear, reliable information when they need it most.Please note: Laws relating to probate, inheritance, estate administration, taxation and other legal matters vary from state to state. This guide explains federal rules and common state practices but is intended for informational purposes only. It does not replace professional legal, financial or tax advice specific to your circumstances. A practical, step-by-step guide to navigating the legal, financial and administrative tasks after a death in Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability.…
Codice articolo 9798895714775
- Titolo
- UNITED STATES After-Death Checklist (Paperback)
- Autore
- Wayne Hutchinson
- Editore
- Success Publications Sar
- Anno di pubblicazione
- 2026
- Condizione
- new
- Rilegatura
- Paperback
- Lingua
- inglese
- ISBN 13
- 9798895714775
United States After-Death Checklist: A Practical Guide on What to Do and Who to Notify (US Edition)
Written by professionals who've walked this path themselves — for the families who need it most.
When someone you love dies, you're handed a list of urgent tasks at the exact moment you have the least capacity to handle them. Death certificates, Social Security, banks, pensions, digital accounts — all while grieving.
Wayne Hutchinson, MCMA (Member of the Complementary Medical Association), and Nadeen Swaby, founders of Handle My Affairs, combine specialist training in grief, bereavement, and trauma-informed support with their own lived experience of loss. They created this guide because they know firsthand how much harder grief becomes when no one hands you a clear roadmap.
This isn't a generic checklist. It's a step-by-step, plain-English guide to the entire after-death process in the United States — from the first few days through final estate administration — covering exactly who to notify, what forms you'll need, and which deadlines actually matter.
Inside this guide, you will find:
- Immediate steps to take after a death, including obtaining certified death certificates and arranging a funeral
- Who to notify, including the Social Security Administration, Medicare, Veterans Affairs, the IRS, state agencies, and other key organisations
- A comprehensive guide to Social Security survivor benefits and how to maximise your entitlements
- Probate explained in plain English, including small estate procedures and when probate may not be required
- Federal estate tax, the Step-Up in Basis rule, portability, and important tax considerations for inherited assets
- What happens if someone dies without a Will, including state intestacy rules and inheritance rights
- Guidance on inherited IRAs, 401(k)s, HSAs, and retirement accounts, including the SECURE Act's 10-year rule
- Joint bank accounts, jointly owned property, community property, and beneficiary designations
- Life insurance claims, employer death benefits, pensions, savings bonds, and Treasury securities
- Finding unclaimed property, dormant bank accounts, lost pensions, forgotten retirement benefits, and other overlooked assets
- Medicaid estate recovery, medical debt, and protecting the estate from unnecessary losses
- Digital legacy planning, including Facebook, Google, Apple, LinkedIn, PayPal, Amazon, and other online accounts
- Guardianship, trusts, and financial considerations for protecting children
- Essential checklists, key contacts, and support organisations to help you stay organised throughout the process
This updated 2026 edition includes guidance on the latest Social Security survivor benefit changes, inherited retirement account rules, federal estate tax thresholds, state-specific considerations, unclaimed assets, digital legacy planning, and many other topics that families often discover too late.
Whether you are dealing with a bereavement today or planning ahead to protect your loved ones, this checklist is designed to bring structure, reassurance, and peace of mind during one of life's most difficult moments.
Please note: Laws relating to probate, inheritance, estate administration, taxation, and other matters vary from state to state. This guide explains federal rules and common state practices but is intended for informational purposes only. It does not replace professional legal, financial, or tax advice specific to your circumstances.
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