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Why Traditional Estate Planning Advice Often Fails Families 

Each week at the Blog, we analyze a high volume of articles regarding the future of your legacy. Mastering your estate plan is a foundational pillar of LifePlanning, the holistic planning approach pioneered by Rajiv Nagaich to ensure total retirement preparedness. While many experts offer guidance, we must ask what a truly effective estate plan … Read more

If You’re Making New Year’s Resolutions, Consider These from Rajiv

Our Resolution: Make 2026 The Year You Create a Truly Complete Retirement Plan There’s something compelling about the idea of making New Year’s resolutions, isn’t there? With the turning of the calendar, a brand-new year begins, unmarred by past mistakes, filled with promise and opportunity. Many of us will pause sometime during the first days … Read more

Traditional Estate Planning Advice Leaves Key Questions Unanswered  

Here at the Blog, we see a great number of articles week in and week out concerning estate planning. Getting our estate planning done properly is an essential component of LifePlanning, which is Rajiv’s term describing his holistic approach to retirement preparedness. But what does “proper” estate planning look like? And why does traditional advice … Read more

Before Naming a Trustee, Make Sure They Know What to Expect 

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

Families are Learning to Resolve Conflict Through Mediation 

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

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