Survivors Handbook: Essential Guide to Financial Matters After a Death

After my wife died I began to realize that there were many, many tasks that needed to be done, some critically important and time sensitive, some mundane; I searched for a comprehensive book or guide to assist me in making sure that I did not overlook anything, but did not find anything, so, I began keeping notes and recording each of the tasks that I woul need to do, maintaining a log, recording the results of each of the steps. This, then, is the culmination of my efforts, and in formulating thses tasks into a single, comprehensive text, I hope to offer anyone else that finds themselves in my shoes a ready-made, easy to read and follow guide to all financial matters and financially related topics after the death of a spouse or loved one.

Tom Stephens is the Executive Vice President in the Houston office of Robertson Wealth Management, where he functions as a Manager and Financial Advisor. He lost his father to end-stage Parkinson's disease in 2012 and lost his wife to Cancer in January 2013. This work is based on his personal experiences and is dedicated to helping others facing similar watershed events.Texas bank, then as the founder and Managing Partner of a $10+ million banking consulting firm. In addition to his consulting activities, Tom is the co-inventor and holder of several patented applications of technology. Tom has an MBA degree from the University of Dallas, in Dallas, Texas, and did his undergraduate studies at Wayne State University, in Detroit, Michigan. Tom lost his wife to cancer in January of 2012, and his personal experiences formed the basis for this book.