The Survivor Assistance Handbook: A Guide for Financial Transition

Russell P. Friedman, Executive Director - The Grief Recovery Institute Educational Foundation and co-author of The Grief Recovery Handbook and When Children Grieve
The SurvivorAssistance Handbook is the most comprehensive guide compiled for people who have experienced the death of a loved one.


Susan Phillips, President/CEO, HospiceCare Inc.
This is a extremely beneficial tool for all who face the challenges of financial transition in the midst of grief.


Kerry Kerstetter, CPA
Mark's checklists of things to do after a person passes away is the most complete I have seen.


Book Description
The Survivor Assistance Handbook: A Guide for Financial Transition combines Mark’s knowledge of financial planning and estate law with his own insights as a survivor into an easy-to-follow financial roadmap for the hours, days and months following death. It addresses a myriad of your concerns and questions. Topics range from how to find the right attorney to tips for organizing all that paperwork, processing the estate, avoiding identity theft and even preparing for your own death. It is also full of easy-to-use forms, sample letters and task-oriented checklists. In short, this book gives you the power to take control of your life during this painful, transitional period and ensures that this monumental death won’t be compounded by financial losses that could jeopardize your family and your future.


About the Author
Mark Colgan, CFP After the death of his beloved late wife Joanne at age 28, Mark Colgan decided to use his own personal experiences with loss, and his in-depth knowledge of personal financial management, to help others cope with the loss of a loved one. The Survivor Assistance Handbook: A Guide for Financial Transition is a compilation of Mark's personal and professional experience plus feedback derived from the one-on-one consulting that he offers to survivors and the hundreds of presentations he delivers to organizations across the country. Today Mark is president of Colgan Capital, an independent financial services practice that specializes in serving the unique financial planning needs of families, widows, widowers and domestic partners. Mark has been a Registered Representative since 1993 and a Certified Financial Planner Professional since 1998. He holds Series 7, 63 and 65 state and federal securities licenses as well as life and health insurance licenses. Prior to forming Colgan Capital, Mark served as vice president of McDonald Investments and was one of the youngest limited partners at Edward Jones & Co. He holds a BS degree in Finance from Rochester Institute of Technology and is a member of the Financial Planning Association. Inspired by the challenges he faced as a young widower, Mark authored The Survivor Assistance Handbook: A Guide for Financial Transition and his website Colgancapital.com continues to offer valuable advice and special services for individuals surviving the loss of a loved one. Mark is a frequent national speaker and trainer to both individuals and professional planners on a wide range of financial planning issues as well as techniques for targeting professional services to this special niche market. His articles have been published in such national publications as The Journal of Financial Planning, American Association of Individual Investors, The Director the ABA Journal and Consumer Reports Money Advisor. He recently has been cited by Fox News and CBS Marketwatch.


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