Bogleheads® Chapter Series – Documenting Financial Information for Surviving Spouse / Executor
Channel: Bogleheads
Date: 2022-04-08

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated.

Video of the meeting participants is not shown. Only the slides are displayed.

Hosted by the Pre/Early Retirement Life Stage chapter. Recorded on April 6, 2022.

Slides from the recorded meeting: https://boglecenter.sharepoint.com/:b:/s/Bogleheads/EYAdVqYWNZxIm3tDZE5NDFwBZ-iJivQHl9VUzKdx0k2MEg?e=chInxw

Chat from the recorded meeting: https://boglecenter.sharepoint.com/:b:/s/Bogleheads/EXLTQ0hArulDnvLcHCE6sfIBF_EKTkq4s-dmMBJj2vW6mA?e=e7wVfA

The John C. Bogle Center for Financial Literacy (https://boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.

The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.

The Center envisions a world of well-informed, capable, and empowered investors.

Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.

Bogleheads.org:
Bogleheads Website Home Page: https://www.bogleheads.org/index.php
Bogleheads Forum: https://www.bogleheads.org/forum/index.php
Bogleheads Wiki: https://www.bogleheads.org/wiki/Main_Page
Bogleheads Blog: https://www.bogleheads.org/blog/

Investors can get started here: https://www.bogleheads.org/wiki/Getting_started

Social media:
Bogleheads on Facebook: https://www.facebook.com/Bogleheads/
Bogleheads on Twitter: https://twitter.com/bogleheads/

Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.