*This book has been updated and replaced by "Details After Death," also authored by Mark Colgan.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.
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Mark Colgan is Founder of Plan Your Legacy and Founding Partner of Montage Wealth Management. The combination of his personal and professional background gives him a unique perspective on financial and legacy planning. In 2001, he was a successful Certified Financial PlannerTM professional who'd been married to his wife, Joanne, for seven years. When she died unexpectedly at the age of 28, Mark's wonderful life was dramatically changed forever. Inspired by the challenges he faced as a young widower, Mark authored The Survivor Assistance Handbook: A Guide for Financial Transition. Mark also founded Plan Your Legacy, a company dedicated to helping individuals live and leave meaningful legacies by building legacy plans that reflect and preserve their values, life lessons, memories and final wishes. On a personal note, Mark and his current wife, Kathy, have two beautiful young children and reside in upstate New York.
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Paperback. Etat : Very Good. No Jacket. Anne Esse (illustrateur). May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. N° de réf. du vendeur G0972535640I4N00
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