

Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri
Feb 25, 2025
Mike Piper, CPA, is an expert in taxation and estate planning, known for his work on financial topics including Social Security. He discusses the emotional and logistical challenges for surviving spouses after a loss. Key themes include estate management, organizing important documents, and navigating Social Security benefits while addressing tax obligations. Mike emphasizes the value of pre-established financial relationships and shares insights on inherited IRAs, shedding light on the complexities faced during such difficult times.
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Estate Document Storage
- Store estate documents securely, yet accessibly, for your executor.
- Give copies to your attorney, executor, and anyone with power of attorney.
Estate Organization
- Create physical and digital filing systems for estate-related documents.
- Take dated notes of every interaction and decision to maintain a clear record.
Document Acquisition
- Obtain multiple death certificates, as various entities require them.
- Gather all financial documents, including tax returns, deeds, and account statements.