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The Sandwich Generation is defined as a generation of people, typically in their thirties or forties, responsible for raising their own children AND for the care of their aging parents. According to National Alliance for Caregiving, 9.3-million Americans are part of the “Sandwich Generation,” who are caregiving during their peak career years. The challenge of navigating life in…
Read MoreSummer is here, and the travel and hospitality industries are reporting record numbers of vacation reservations. Many families are reuniting after time apart and traveling together to vacation destinations to spend quality time together and have some fun. There are several things to consider when traveling as an older adult. Even if you are only traveling…
Read MoreEvery spring as you change the batteries in your smoke detectors and clean off your outdoor patio for summer cookouts, you should also check if you have all your legal documents up to date. You know you should have a Last Will and Testament (will), but do you have one? As we continue our ‘spring…
Read MoreSpring is here and it is a perfect time for renewal and growth. It is time where many of us do some cleaning and get our ‘house’ in order. This can mean cleaning out closets and planting flowers, but it should also be a time to address the estate planning you have been putting off…
Read MoreOur recent blogs have discussed when to create a Special Needs Trust (SNT) including the various types of SNTs to consider. This week we will explain the critical importance of properly funding a Special Needs Trust. What does it mean to “fund” a trust? To put it simply, funding a trust means transferring assets into…
Read MoreWe know we are all anxious to put 2020 behind us and usher in a New Year. While we’re sure we can all easily come up with a long list of things and events that we missed out on and many families have been intimately affected by COVID, we will reflect on some of the…
Read MoreJane is a 75-year-old widow living her very best life. After losing her husband to cancer, she vowed to her son that she wouldn’t become a “bitter old widdy woman”. At a recent small family dinner, Jane’s son Russell, asked her about her Will. Jane proudly removed her Will from her fireproof safe and confidently…
Read MoreWOW! What a year 2020 has been! Well, I think we can all agree that 2020 has been a year unlike any in recent memories. We will all be happy to sing Auld Lang Syne and toast to a new year at midnight on Dec. 31. For many of us, planning for 2021 will look…
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