Name: Death's Red Tape
Author: Mark Colgan

About the Book

A week before 9/11, Mark Colgan lost his wife to heart disease. In the span of a single day, he went from waking up next to her to planning her burial. Even for a Certified Financial Planner™, the mountain of financial and legal details that spanned the next year of his life was overwhelming. Whether you’re a surviving spouse, partner, child, or friend, Death’s Red Tape guides you gently through the financial and administrative process following the death of a loved one. The book is organized chronologically in small, clear sections so you can face each task one step at a time, with checklists to keep things simple. It even includes a glossary of technical terms along with valuable websites and resources you’ll need along the way. In this difficult time, a book can’t erase all the challenges of your loss, but it can make the practical aspects of navigating that loss a little easier.

Praise

“After my husband passed, I was at a loss of where or how to start to get a handle on my financial matters. Mark and his team were wonderful with me, gently guiding me and providing assurances along the way. They demystified the processes after a loved one dies, which helped me immensely during a very difficult time.”

— Terri Brown, retired executive

“I have been a tax accountant for over fifty years. As my clients have lost loved ones, I have provided them with previous versions of this book. It has enabled them to navigate the administrative difficulties that follow a loved one's death. Mark details things step by step and addresses modern challenges such as social media and identity theft.”

— Frank Stein, tax accountant

“Death's Red Tape is an insightful new guide that simplifies the process after a loved one passes. Read this book! It will help you make smart decisions.”

— Mike Streeter, retired entrepreneur

About Mark Colgan

Mark Colgan understands the unique financial needs and overwhelming emotional challenges that come in the aftermath of losing a loved one. His personal experience, combined with more than two decades of wealth management expertise, inspired him to help other bereaved survivors organize their financial affairs and forge a clear path to financial independence so they can enjoy a brighter tomorrow.