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Estate Planning


  • Informed Investor: Understanding the federal government’s survivor benefits - Part VI

    This sixth in a series of columns discussing survivor benefits examines survivor annuity benefits for spouses of deceased CSRS annuitants. Among the items reviewed are eligibility requirements for a spousal survivor annuity, the cost to the annuitant for giving a survivor annuity, and the effect of cost-of-living adjustments (COLAs) on CSRS survivor annuities. View More

  • Informed Investor: New safeguards making reverse mortgages more attractive

    Recent changes in federal law have made reverse mortgages more attractive for senior homeowners. This week’s column explains what a reverse mortgage is, how a homeowner can receive the proceeds from a reverse mortgage, and some potential uses of reverse mortgage proceeds—and examines some of the recently passed safeguards that prevent homeowners from losing their homes. View More


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