Retirement Planning

Two practicing elder law attorneys offer clearly-written guidance on how to safeguard your money, health and independence.

Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans.

Some economists are contending that many Americans could be saving less for retirement than the financial services i...

You've worked hard and saved your money in a retirement plan, and now you are getting ready to retire. How do you make the most of the money you have saved?...

Two elder law attorneys have written a lively and entertaining book full of advice to baby boomers on how to put their own affairs in order as well as help their parents as they age.

Would you like to make a gift to your favorite charitable organization and receive not only a sizeable tax deduction...

A "certified senior advisor" may sound like a trustworthy person to provide investment advice to the elderly, but beware.

Passing on money to the next generation is not as straightforward as it might seem. A father-and-son legal team has written a how-to guide to identifying and resolving the many inheritance problems that can arise.

If you have more than one Vanguard IRA account, beware that you may need to change the beneficiary designation on one or more of your accounts. ...