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Office News: My Spouse has died (cont'd)

To continue the discussion regarding, What to do when a spouse has died. It becomes very challenging. I called one of my husband's store credit card customer service rep to report his passing and was told "thanks for letting us know of...

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Office News: My Spouse has died (con'td)

What if your debts exceed your estate's assets? State statute will direct who gets paid and how much. An insolvent probate is like a bankruptcy with the unpaid balances being written off by the creditors. On joint accounts, the creditors can...

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Office News: My Spouse has died (cont'd)

For those of you who have a spouse that has recently passed, hopefully my experience will help you get through what to expect if you have a similar situation. My husband was disabled and had a handicap placard we used for him to park in a handicap...

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Office News: My Spouse has died...(cont'd)

My Spouse has died....(cont'd): When you receive 6 copies of your spouse's death certificate, you think, great! Thank you to the funeral parlor that provided it! In reality, all of the people you notify that your husband has passed...

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Cont'd: Your Spouse has died-Now what?

Cont'd: (My Spouse has died, time to change the will....and other things)..... Update: Since we don't have an estate (do not own a house), it is less complicated. That being said, I need to reassess if I can afford where I now live. I make...

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Office News: My Spouse has Died; Time to change the Will....etc.

It's difficult enough when one's spouse passes away. You think you're ready because he's been ill for over 2 years with many medical issues. A few years earlier you get smart and have a Will drawn up because we're both getting...

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Office News: A very satisfied client has spoken...

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and...

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What to do if your spouse passes away....DO YOU KNOW?

After my spouse passed away on October 8th, besides the grief one goes through, you feel completely helpless in how to proceed with the everyday tasks. I did the obvious and called Social Security to tell them about his death so his checks would...

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Do You Have a Will?

On October 8th my husband, Mike, passed away. He was sick for quite some time and I knew the day was drawing near that he would no longer be with us. I want to point out that a few years ago, we decided to have a will drawn up. We procrastinated for...

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Follow These Tips for Naming Beneficiaries

To help asset transfers go more smoothly, follow these tips for naming beneficiaries: 1) Fill forms out completely. When listing beneficiaries, include full names, Social Security numbers and relationships to you. If you have multiple beneficiaries...

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