First Steps: A Comprehensive Guide To Financial Matters After A Death

 
9780615802718: First Steps: A Comprehensive Guide To Financial Matters After A Death
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First Steps: A Comprehensive Guide To Financial Matters After A Death provides the reader with information and tools needed for handling financial matters after the death of a loved one. This 92 page book is full of checklists, tips, and other resources that are helpful to a person dealing with a decedents financial matters. The book includes ample space for the reader to take notes and create personalized action item lists. Topics covered include: - Funeral payment options - Identity theft protection of the deceased - Creating a support network - Document gathering - Understanding probate and estates - How to hire professional advisors to assist you - How to obtain Social Security Benefits - How to obtain Veteran Benefits - Continuation of Health Insurance Benefits - Notification to an employer and other groups - How to make a life insurance claim - Closing bank and investment accounts - How to handle estate debt - How to close email and social media accounts. The appendix of the book contains over 250 web links and phone numbers to local resources for the reader to find additional help in their own state. This book is ideal for readers that don't know where to start when dealing with a deceased persons financial affairs. It is also a great resource for grief counselors, funeral directors, and hospice care professionals.

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About the Author:

With nearly 20 years of experience in financial services, and a decade of community service in grief care, Shane Phillips offers a unique perspective on financial issues and death. At the age of 16, Shane experienced the loss of his parents and sister in a plane crash. His parents had no life insurance, no estate plan, a lot of debt, and few assets. Despite the loss of his family and the ensuing financial challenges, Shane graduated from high school and college. He went on to a successful career in financial services. Shane worked at the executive level of both regional and international financial institutions including J.P. Morgan Private Bank. Today, he is Senior Vice President of CoBiz Bank. In 2004, Shane co-founded The Children's Grief Education Association (CGEA). For over six years, the CGEA provided free grief counseling to over 400 Denver area children. In 2011, he joined the Board of Directors of Heartlight Center, a community based grief support and education non-profit. He currently serves as Board Chairman for Heartlight, located in Denver, Colorado.

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