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What You Need (To Know): Vital Information for Your Survivors or Guardian

by Michael Smith

122 pages; Black coil; includes worksheets; catalogue #05-2554; ISBN 1-4120-7659-5; US$19.00, C$21.85, EUR15.61, £10.93

Dying is the last thing you want to do. Don't leave your spouse lost in the wilderness of your affairs or your final wishes.

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About the Book

About the Author

Excerpts

About the Book

An unexpected death is a traumatic event for any family. The surviving spouse, child or guardian is entrusted with the responsibility of notifying other relatives, friends, and business associates of the passing of a companion.

The first unwelcome task maybe to arrange the funeral according to your wishes. Despite careful preparation by the deceased, many widows, widowers, or survivors have no idea where the funeral instructions are located, resulting in funeral arrangements not being handled in the way desired. This absence of information often means an additional burden for your loved one.

Later, after the funeral, the daunting task of gathering financial information for estate and federal taxes begins. Locating the documents often takes an extraordinary amount of time and causes unnecessary stress for your loved ones.

All these responsibilities may be overwhelming, but they need not be if time is taken to write instructions so that your family will not have to hunt for documents or names of important people you want notified.

Fortunately this booklet can help you can eliminate these problems.

This booklet will assist in providing your survivors, among other things, with the necessary knowledge of family affairs, the whereabouts of your important documents and records. the names of the professionals you work with, the locations of passwords to access any online information, and details for preparing the funeral services you desire.

When you have completed this booklet, you will be rewarded with the peace of mind that your survivors will be able to carry out your final wishes easily. Finally, a thoughtfully completed booklet will assuredly bring a surviving spouse the comfort of knowing the wishes of their close friend, their spouse.

For more information please see: www.bgone.com

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About the Author

Michael J. Smith is the General Partner of Belvedere Group LLC, and Kaizen Fund I, LLC. He has for over forty years provided financial advice to clients and managing investment portfolios. He holds a BS in Business Administration from The Citadel and a Certificate in Personal Financial Planning from the University of California, Berkeley. Mr. Smith currently resides in Belvedere, California.

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Excerpts

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