Recent Articles

Listed below are articles about topics in which you may be interested. Just click on the name of any article you wish to read:

Reverse Mortgages Come to the Rescue — Washington Post; August 9, 2009

For Many Seniors, an Ominous Retirement-Account Deadline - Washington Post, November 16, 2008

Working After Retirement Washington Post, October 15, 2008 Discussion

Answers to Legal Question Senior Most Often Ask (PDF) - Bottom Line Retirement, October 2008

Tales from the Past, Preserved for Families The New York Times, October 12, 2008

Deed the House to Your Child or Put It in Your Will? First, Do Your Homework Washington Post, October 11, 2008

Could you use a health-care advocate

A Gift Gone Missing? The probate system can help disappointed heirs clarify asset distribution.

How is Your IRA Handled After Your Death? Distribution of your IRA after death is determined by a beneficiary designation form, not your will.

Protect Yourself in Case of Incapacity. Have you thought about preparing a power of attorney document to give a family member or friend power to handle your financial affairs if you are unable to do so because of a disability?

Financial Information Checklist. In these troubled times, it's important to prepare a checklist of critical financial information about yourself, so your family and loved ones won't be burdened at a time of crisis.