Synopsis
*This book has been updated and replaced by "Details After Death," also authored by Mark Colgan. Please search for the new version. --------------------------------------------------- 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 fourth edition includes the insights of many professionals. In addition to the author's expertise, it incorporates the advice of an attorney, accountant, grief recovery counselor and two funeral directors.
About the Author
Mark Colgan, president of Colgan Capital, an independent financial services practice that specializes in serving the unique financial planning needs of families, widows, widowers and domestic partners. Mark has been a Registered Representative since 1993 and a Certified Financial PlannerTM (CFP) since 1998. He holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses. Prior to forming Colgan Capital, Mark served as vice president of McDonald Investments and was one of the youngest limited partners at Edward Jones & Co. He holds a BS degree in Finance from Rochester Institute of Technology and is a respected member of the Financial Planning Association. Inspired by the challenges he faced as a young widower, Mark authored The Survivor Assistance Handbook: A Guide for Financial Transition and created his website which offers valuable advice and special services for individuals surviving the loss of a loved one. His newest initiative, offers subscribers a variety of online services for recording one’s life story, making final wishes known, specifying memorial details and crafting time-controlled messages for survivors. His articles have been published in such national publications as The Journal of Financial Planning, American Association of Individual Investors, The Director, ABA Journal and Money Advisor, a Consumer Reports publication. He has been cited by Fox News, CBS Marketwatch and other media. Mark is a frequent national speaker and trainer to both individuals and professional planners on a wide range of financial planning issues including targeting professional services to this special niche market. For more information or to arrange a speaking or writing engagement, contact Mark Colgan at (585) 419-2270.
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