Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume a potentially huge responsibility? If you … Read more
Have you had “the talk” with your kids? No, not that talk: if your kids are adults, we’re pretty sure you can check that one off the list. We’re talking about “the talk” that can be every bit as awkward and uncomfortable. It’s the discussion that happens when you sit down with your adult kids … Read more
Do you hold any digital assets? Before you answer no – assuming you’re not heavily invested in Bitcoin – you might want to reconsider, because you may have more digital assets than you realize. Just about everything you do online can qualify as part of your digital assets. When you’re putting together your estate plan, … Read more
Whenever the topic of estate planning comes up, there are two terms you are guaranteed to hear in the discussion: wills and trusts. These two legal documents can rightly be described, correctly or otherwise, as the backbone of an estate plan. But what’s the difference? When is a will preferred over a trust, and vice … Read more
This week on the Blog, as we explore the topic of estate planning, we want to include an aspect of planning that is often overlooked: family dynamics. Our question: when family tensions run high, can professional mediation help reduce the temperature? Within any family, there are plenty of potential sources for conflict. Friction can arise … Read more
If you want advice on how to choose a financial planner – a topic we’ve covered regularly here on the Blog, most recently just last week – there’s no shortage of recommendations. But if you’re looking for ideas on how to choose an estate planning lawyer, the amount of online advice shrinks considerably. We’re not … Read more
If you’re part of an unmarried couple – two people living together and sharing all the bonds of marriage except the legal one – you’re a part of a growing national trend. The marriage rate is continuing to decline in the U.S. as the number of unmarried couples cohabiting is on the increase. Whether that … Read more
The sad stories seem to reappear with depressing regularity: another prominent celebrity passes away, and soon his or her would-be heirs are in a full-fledged legal battle over the money they thought was rightfully theirs. Tim Conway and Casey Kasem, Michael Jackson and Aretha Franklin, Prince and James Brown – the list keeps growing. Now … Read more
It’s a touchy topic for families: when is it right or wrong to give an unequal inheritance to your heirs in your will? Some would argue that fairness always demands an equal division of assets among your beneficiaries, but is that realistic? Are there scenarios in which an unequal inheritance is the best choice? We … Read more
This week our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article we’re attempting to answer the question, what good things can happen when a retiree’s financial planner and estate planning attorney actually collaborate? Doesn’t it make sense to have … Read more
Will your plan for retirement lead to disaster if your health fails? Will you end up forced into institutional care, go broke paying for care, or become a burden on your family?
For millions of Americans, the answer is yes. This video explains why retirement turns into a nightmare for so many people and how completing this course can keep these nightmares from happening to you.
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Create your LifePlan for retirement in a live online classroom setting led by elder law attorney Rajiv Nagaich or another experienced LifePlanner. Includes five two-hour sessions, plus access to AgingOptions Academy, a one-year membership to AgingOptions Portal, a Master Your Future LifePlanning Workbook, a one-on-one session to review your LifePlan Blueprint, and access to exclusive offers on legal documents, facilitated family meetings, and more.
Since the AgingOptions Radio Show first began airing in the Pacific Northwest in 2006, elder law attorney Rajiv Nagaich has been helping people answer some of life’s toughest questions. In this comprehensive anthology, drawn from thousands of hours of AgingOptions Radio Show broadcasts, listen to Rajiv Nagaich answer callers’ questions about retirement planning. His answers are packed with important nuggets of information that will help you create your own LifePlan for retirement. It’s a recording you’ll want to listen to again and again.
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As an elder law attorney, Rajiv Nagaich has spent more than two decades helping older adults and their family caregivers cope with retirement plan failure. Despite doing exactly what their trusted advisors had told them to do—enrolling in Medicare, saving plenty of money, buying long-term care insurance, and creating an estate plan—Rajiv's clients found themselves forced into institutional care, assets lost to unplanned care costs, and a burden to their families. In Your Retirement: Dream or Disaster, you will learn the shocking truth about why this happens—and what you can do to avoid it. This book is a must read if you want to avoid the hidden traps in retirement planning advice that turn life into a living nightmare for 70% of Americans.
What does it take to avoid the nursing home, avoid going broke and avoid burdening your family during your retirement years? That’s the question elder law attorney Rajiv Nagaich answers in Master Your Future, the groundbreaking program that has aired more than 1,500 times on public television stations nationwide. The Master Your Future Program DVD is a great a way to watch (and rewatch) Rajiv’s shocking revelations and piercing insights about the state of retirement planning in America. Drawing on his own family’s experience and that of thousands of clients during his 20+ years as an elder law attorney, Rajiv explains why traditional approaches fall short and shows how this failure results in 70% of American retirees being forced into institutional care. Rajiv then offers a surprisingly simple solution to create the retirement of your dreams.
The Master Your Future LifePlanning Workbook guides you through the process of planning for your later years so you can live out your years with more confidence. Examine your readiness for retirement, get practical solutions to threats and challenges that come with aging, and follow a step-by-step action plan to build a LifePlan Blueprint that will deliver secure, predictable outcomes. The Master Your Future LifePlanning Workbook includes 200 pages of exceptional content, detailed information that helps you weigh your options, decision worksheets to create your personal Blueprint, and guidance for selecting and working with professional advisors.
