Articles

How the new tax law might affect home buyers who are retired - The Washington Post, March 3, 2018

Q: I am a regular reader of your column for many years. I am a senior, widowed and have some retirement income and savings. I am concerned about the implications of the new tax law. Read More Read More
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Interest on Home Equity Loans Is Still Deductible, but With a Big Caveat - The New York Times, Saturday, March 10, 2018

The interest paid on that home equity loan may still be tax deductible, in some cases.  Read More Read More
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If You Don't Have Children, What Do You Leave Behind? (The New York Times, Feb. 27, 2018)

Writing a will is about who gets your stuff, but may nonparents yearn to create a legacy by nurturing and influencing the offspring of others.  Read More Read More
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Where Not To Die In 2018 - Forbes (Dec. 23, 2017)

Thanks to the federal tax bill on President Donald Trump’s desk, the amount you can leave tax free to heirs will be a whopping $11.2 million in Hawaii, Maine and Washington, D.C. in 2018—and in Maryland in 2019, and in Connecticut in 2020. That’s because these states have tied their state estate tax levies to the federal levy–whatever it is. And the GOP tax bil… Read More
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An Alternative to Burial and Cremation Gains Popularity

Jonah Engel Bromwich, who writes for the New York Times, recently wrote an article exploring an alternative to burial and cremation that is growing popularity throughout the United States. Read More Read More
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Useful Resources for Navigating Changing Health Conditions of Ourselves and Our Loved Ones:

Ron Lieber, who writes for the New York Times, recently wrote an article responding to reader responses to his earlier articles on the Medicaid program and how the majority of Americans depend on Medicaid for nursing home or care at home at some point during their lives.  The author listed four books that were recommended to him repeatedly and reported that he read them a… Read More
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Cathy’s Recent Appearance on the Law School for the Public television program.

Learn the basics of how assets are distributed after death, including a discussion of Wills, Trusts, and the probate process in Montgomery County, Maryland from Cathy’s recent appearance on public television.  By watching this short program, you will see Cathy’s unique ability to explain and discuss these topics.  Click here to view the program. Read More
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Single? No Children? No Will? Big Mistake - The New York Times, Sunday, March 12, 2017

Don't leave it to lawyers and the courts to divvy up your belongings after you're gone. Read More
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10 Most Common Misconceptions About IRAs

Click to view or print our list of 10 common misconceptions about IRAs: Most Common IRA Misconceptions | pdf Read More
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Categories: IRAs / Retirement

POD / TOD Accounts are NOT the Answer

The articles and commentary are endless about the fact that Prince did not have a Will even though he was reportedly worth zillions of dollars and had serious “health issues” (at least issues considered serious by his attorney, according to a recent news article). One article “You might not have Prince’s ‘Pop Life' — but you should have a will" in The Washing… Read More
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