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After the death of your spouse, you will have to
manage many details. If you and your spouse have
shared the responsibilities of family finances, you
will be able to better cope with the details. Both
marriage partners should know what it costs to run
the household, how much they owe and to whom,
how much money they have invested and where
to locate important documents. The USAA
Educational Foundation publication,
Managing Your Personal
Records, will help you set up an orderly
system for managing important family records. The
publication A Guide
For Your Survivors
allows you to document
important personal information
for your survivors.
Beware of con artists who prey on those who have
lost a loved one. Every year, widows and widowers
with little or no experience in financial matters,
lose millions to fraudulent scams. Even well-meaning
friends and relatives may lead you astray
with advice on investing insurance or pension
proceeds. Keep insurance and other cash settlements
in a safe place until you can think clearly
and obtain qualified, unbiased investment advice.
Ensure your advisers are fully qualified, trustworthy
and experienced.
To assist you in the year after the death of your
spouse, refer to the Calendar Checklist for
details to consider. Information you will need
to provide, phone numbers, Web sites and other
addresses have been provided where applicable.
Additional space is available for you to include
important details and contact information.
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Education
