Sandwich Generation Blog

Estate Planning Tips for Those Caring for Kids & Parents

How Planning Now Gives Families Peace and Options Later—Especially in Emergencies

Read Article How Planning Now Gives Families Peace and Options Later—Especially in Emergencies

Modern Family Planning: Supporting Two Generations Without Breaking Down

Read Article Modern Family Planning: Supporting Two Generations Without Breaking Down

It’s Planning Season

Read Article It’s Planning Season

From Diploma to Independence: Why Estate Planning Starts Sooner Than You Think

Read Article From Diploma to Independence: Why Estate Planning Starts Sooner Than You Think

Going Off the Grid? Why You Shouldn’t Leave Without These 3 Documents

Read Article Going Off the Grid? Why You Shouldn’t Leave Without These 3 Documents

As the Seasons Shift, So Should Your Estate Plan

Read Article As the Seasons Shift, So Should Your Estate Plan

Midyear Reset: What to Review Before Summer Turns to Fall

Read Article Midyear Reset: What to Review Before Summer Turns to Fall

Money Can’t Talk—But Your Estate Plan Can Speak for You

Read Article Money Can’t Talk—But Your Estate Plan Can Speak for You

June Checklist: 6 Small Planning Tweaks That Prevent Big Future Messes

Read Article June Checklist: 6 Small Planning Tweaks That Prevent Big Future Messes

The Hidden Gaps in Most Estate Plans—and How to Fix Them

Read Article The Hidden Gaps in Most Estate Plans—and How to Fix Them

Don’t Let Summer Go By Without Reviewing Your Plan

Read Article Don’t Let Summer Go By Without Reviewing Your Plan

The Secret to Saving Time, Money, and Family Stress? A Plan That Works Behind the Scenes

Read Article The Secret to Saving Time, Money, and Family Stress? A Plan That Works Behind the Scenes

Planning Is an Act of Protection — Not Prediction: What You Can Do Now, Even If Life Feels Uncertain

Read Article Planning Is an Act of Protection — Not Prediction: What You Can Do Now, Even If Life Feels Uncertain

Mom’s Legacy Is More Than a Recipe Book: Honoring Her Through Planning

Read Article Mom’s Legacy Is More Than a Recipe Book: Honoring Her Through Planning

Your Estate Plan Is Done — Now What?

Read Article Your Estate Plan Is Done — Now What?

When Roles Get Real: The Gap Between Who’s Named in an Estate Plan and Who’s Actually Ready

Read Article When Roles Get Real: The Gap Between Who’s Named in an Estate Plan and Who’s Actually Ready

Don’t Wait for a Crisis: What a Young Adult Emergency Plan Can Do for Your Family

Read Article Don’t Wait for a Crisis: What a Young Adult Emergency Plan Can Do for Your Family

New Conversations for a New Season: 3 Under-the-Radar Estate Topics to Raise with Clients

Read Article New Conversations for a New Season: 3 Under-the-Radar Estate Topics to Raise with Clients

Helping Clients Leave a Values-Based Legacy: From Philanthropy to Environmental Stewardship

Read Article Helping Clients Leave a Values-Based Legacy: From Philanthropy to Environmental Stewardship

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

Read Article Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

Preparing for High School Graduation: Estate Planning for Young Adults

Read Article Preparing for High School Graduation: Estate Planning for Young Adults

The Role of a Caregiver in Estate Planning for Someone with Parkinson’s

Read Article The Role of a Caregiver in Estate Planning for Someone with Parkinson’s

5 Signs You Need an Estate Plan Now (Even If You Think You Don’t)

Read Article 5 Signs You Need an Estate Plan Now (Even If You Think You Don’t)

What to Do If a Family Member Disagrees with Your Estate Plan – Managing Potential Disputes

Read Article What to Do If a Family Member Disagrees with Your Estate Plan – Managing Potential Disputes

New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family

Read Article New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family

How an Advanced Healthcare Directive Honors Your Voice and Your Wishes

Read Article How an Advanced Healthcare Directive Honors Your Voice and Your Wishes

How to Utilize Your Healthcare Directive in an Emergency: What Your Agents Should Know

Read Article How to Utilize Your Healthcare Directive in an Emergency: What Your Agents Should Know

Protecting Your Young Adult: Estate Planning Essentials for Parents

Read Article Protecting Your Young Adult: Estate Planning Essentials for Parents

The Luckiest Gift: A Young Adult Emergency Plan for Your College-Aged Child

Read Article The Luckiest Gift: A Young Adult Emergency Plan for Your College-Aged Child

The Estate Tax Sunset in 2026: Why Proactive Planning Matters

Read Article The Estate Tax Sunset in 2026: Why Proactive Planning Matters

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