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
Here at the Blog, we’ve reviewed dozens of articles about advance care planning. That’s a catch-all term that describes what sort of medical intervention you will desire, and what you want to avoid, should you fall ill and need acute care. It’s essential that all of us spell out our desires in an advamce care … Read more
We’ve written many articles here on the Blog concerning proper estate planning – specifically, how to avoid the errors and oversights that can wreak havoc among your heirs after you’ve passed away. Just last week, for example, we posted this article listing common estate planing mistakes. It’s an important topic for us all. However, we … Read more
The sad stories seem to reappear with depressing regularity: another beloved 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
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.
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