» IRAs / Retirement

Why many older home buyers are ‘smart sizing’ rather than downsizing - The Washington Post, September 21, 2009

By Michele Lerner • Photos by J. Lawler Duggan Robin and Stefanie Wohnsigl, a couple who recently moved to the Four Seasons at Kent Island active-adult community in Chester, Md., have been on a four-year journey to find the right place for their retirement. “We sold our big house in Great Falls four years ago and downsized to an apartment in Reston,” says Robin Wohns… 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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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

How is Your IRA Handled After Your Death?

Distribution of your IRA after your death should be determined by a beneficiary designation form prepared by you, the account owner. It is not governed by your Last Will and Testament (unless you fail to prepare a beneficiary designation form because often your “probate estate” is the default beneficiary in accordance with the provisions of the agreement that… Read More
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