Where's the Key to the Safe?: How to Avoid Probate Pitfalls and Maximize Family Finances

By Pam Baker and Cameron Zabko

Book Overview

When they're gone, will you know what to do? A guide to avoid probate pitfalls and protect your family.

The death of a loved one is devastating-but the financial aftermath shouldn't make it worse. Yet too many families find themselves overwhelmed by probate, missing paperwork, and financial confusion when a loved one passes. If you're financially tied to someone-a spouse, parent, child, or business partner-are you truly ready for what happens when they're gone?

Financial advisor Cameron Zabko, CFP(R), and Widows Who Wine(TM) founder Pam Baker know firsthand how overwhelming finances can be after a loss. Despite having a well-planned estate, Pam still faced countless unexpected challenges when her husband passed. Cameron, as a financial expert, saw firsthand the gaps in conventional planning. Now they bring their dual perspectives to simplify estate planning, bridging the emotional and financial realities so you can confidently prepare what to do before and after losing someone you're financially connected to.

Blending real-life storytelling and expert financial guidance, Where's the Key to the Safe? helps you:

Understand estate planning beyond wills and trusts, including taxes, spousal benefits, and business succession.Avoid financial nightmares like the widow's tax, probate pitfalls, and lost assets with simple, proactive strategies.Build a financial safety net by choosing the right advisors, attorneys, and CPAs.Manage must-know details like online accounts, insurance, health care directives, and passwords.Ease the financial burden and stress on loved ones and proactively protect assets with clear-cut, easy-to-follow steps.

More than an estate planning book, Where's the Key to the Safe? is an empathetic, action-driven guide to financial peace of mind. Packed with checklists, real-world examples, and step-by-step strategies, this book is the support you need to prepare for death before a crisis forces you to.

Don't leave your loved ones guessing. Read Where's the Key to the Safe? and protect your family's future today.

• Format: Paperback
• Language: English
• ISBN: B0DZBWQYYS
• ISBN13: 9798991857000
• Release Date: May 2025
• Publisher: Lasting Legacy Consulting
• Length: 192 Pages
• Weight: 0.50 lbs.
• Dimensions: 0.4" x 5.5" x 8.5"