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
Here on the Blog, we seldom feature articles from advice columnists – but this week we’re making an exception. Carolyn Hax has been a Washington Post advice columnist since 1997. Usually, her popular columns deal with relationships, family conflict, and so on. But in this recent Washington Post column, Hax surprisingly deals with an issue … Read more
The statistic may be a year or two old, but we doubt if things have changed much: according to reports from CNBC and elsewhere, only about one-third of Americans have written estate planning documents in place. The biggest reason for failing to put even a basic plan into effect? Resp0ndents say “they just haven’t gotten … Read more
(Note to our Blog readers: we first posted this article about a month ago. We are re-posting it this week as part of our focus on estate taxes.) ——————- “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death … Read more
“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” So wrote Benjamin Franklin in a letter in 1789. While Franklin wasn’t the one who originated the phrase “death and taxes,” his use has become the most … 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
He may have had the reputation as a laid-back icon of easy-going “beach rock,” but legendary singer and songwriter Jimmy Buffett was also a smart businessman. Buffett, best-known for “Margaritaville” fame, died in 2023 and left behind a business empire valued at $275 million – including a chain of Margaritaville-themed restaurants, bars, casinos, and hotels. … Read more
Is there an inheritance time bomb ticking away in your estate plan? You might think you’ve taken care of everything, but a closer look could reveal a big problem just waiting to blow up at the worst possible time. With one or more of these inheritance time bombs lurking undiscovered, your estate plan – not … 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
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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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.
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