1. An Heirship Affidavit
2. A General Power of Attorney effective immediately
3. A Revocation of Power of Attorney
4. Living Will/Advance Health Care Directive
5. A Personal Planning Information and Document Inventory Worksheet
Montana Newly Widowed Individuals Package
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Description
This package contains essential legal documents for Newly Widowed Individuals who desire to organize their Legal Life. The documents in this package are state specific and include the following:
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FAQ
There are two kinds of benefits that loved ones left behind may be entitled to receive after the death of a spouse. These are: Widowed parent's allowance. Bereavement allowance and bereavement payment.
As a widow: You must be at least 60 years old (unless you are disabled in which case you can claim your benefit as early as age 50). If you are divorced, you can claim the survivors benefit if you were married at least 10 years and are currently unmarried (unless you remarried after age 60).
Employees may also be eligible to receive Medicare benefits through a deceased spouse if that spouse had earned 40 credits prior to their death and they were married to them at the time of the spouse's death.
Plants. People often send flowers to express their sympathies. Gift Baskets. This isn't just us being biased. A Meal. If you live close enough to the widowed, you can skip a basket and make a meal instead. Special Photo. Jewelry. Tree. Journal & Pen. Charity.
For Your Widow Or Widower Widows and widowers can receive: Reduced benefits as early as age 60 or full benefits at full retirement age or older. If widows or widowers qualify for retirement benefits on their own record, they can switch to their own retirement benefit as early as age 62.
Widows can claim benefits at any time between 60 and their survivor full retirement age.
The deceased spouse's filing status becomes Married Filing Separately. Surviving spouses who have a dependent child may be able to use the Qualifying Widow(er) status in the two tax years following the year of the spouse's death.
A surviving spouse can collect 100 percent of the late spouse's benefit if the survivor has reached full retirement age, but the amount will be lower if the deceased spouse claimed benefits before he or she reached full retirement age.
These are examples of the benefits that survivors may receive: Widow or widower, full retirement age or older 100 percent of the deceased worker's benefit amount. Widow or widower, age 60 full retirement age 71½ to 99 percent of the deceased worker's basic amount.