We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. - The New York Times, November 30, 2018

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LOS ANGELES — The pitch arrived in my aunt’s mailbox, just after her 80th birthday and in the wake of a few frightening weeks for retirement investors.

“Tired of the stock market roller coaster ride? Want to protect your principal and lock in interest earnings?” the invitation read. READ MORE

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Catherine R. Mack

I am an estate planning and estate litigation attorney who has been practicing law for many years. Based in Bethesda, Maryland, I work with clients in Montgomery County and throughout Maryland, the District of Columbia, and Virginia. My practice focus is 1) estate planning (wills, trusts and ancillary documents), 2) probate (the publication and effectuation of a Will through the local court) and 3… Read More

What not to do when leaving a home to an heir - The Washington Post , Feb. 22, 2020

By Ilyce Glink and Samuel J. Tamkin Feb. 19, 2020 at 6:00 a.m. EST Q: I just read your column giving suggestions to an elderly mother who wanted to make sure her daughter received her home at death without probate. I’m a retired attorney, and I don’t know how many times I was asked the same question by clients over the years. There’s one thing that you didn’… Read More

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We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. - The New York Times, November 30, 2018

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