Aging Options

Help Your Clients Plan Their Housing Future

By Rajiv Nagaich, CAP, Fellow Editor’s Note: This article originally appeared in the July 2023 edition of NAELA News Online Ultimately, outside of the legal work clients seek us out for, the core issue for every retiree is housing — even if they do not realize it during the planning stages. Every elder law attorney … Read more

The Family Meeting is Key to Successful Planning

The family meeting is key to successful planning, but when and how do you carry one out?

We wrote this article together knowing we are both firm believers in the benefits of family meetings for our clients, yet we do not totally agree on how a family meeting should look or be carried out. If you do not already, we both hope you will consider making family meetings a part of your … Read more

We Are Better Together

Diversity of perspective is the National Academy of Elder Law Attorneys’ superpower, according to Rajiv Nagaich.

Diversity of perspective is NAELA’s superpower. Let’s make the most of it. Twenty-three years ago, I met my future father-in-law in a nursing home. That was the first time I had set foot in a nursing home, and it was also the day I had my life in America turned upside down. At the time … Read more

Are You Getting the Right Retirement Planning Advice?

Why are Americans getting such poor results from traditional retirement planning advice?

Traditional Retirement Planning Advice Isn’t Getting the Job Done In my book, my seminars, my radio show, and my workshops, I cite statistics about the effectiveness of traditional retirement planning advice that many people find shocking. Here are just a few examples: Even though most retirees hope to draw their last breath in the home they … Read more

Do You Expect Family Support during Retirement?

Most retirees expect family support during retirement.

As an elder law attorney, nearly all the work I do with my clients is facilitated by members of their family. Family members are often the people who call me about their elderly loved ones. Family members bring their loved ones to meetings. Family members are the ones who provide care. The family is the … Read more

Will Your Estate Plan Undermine Your Dream Retirement?

Will Your Estate Plan Undermine Your Dream Retirement?

Why is someone who creates legal documents for a living speaking out about the shortcomings of estate planning? I have spent that last two decades watching people, including those with seemingly airtight estate planning documents , end up broke, a burden on their families, and forced into institutional care. The same thing that happened to my … Read more

There’s More to Retirement Planning Than Saving Money

There’s More to Retirement Planning Than Saving Money.

When you think of the term “retirement planning,” what comes to mind? For most Americans, financial planning is what comes to mind. In our country, retirement planning is synonymous with financial planning. Don’t believe me? Google the term “retirement planning” and see what comes up. When I Googled the term recently, I got 594 million … Read more

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