Sandwich Generation Blog

Estate Planning Tips for Those Caring for Kids & Parents

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

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healthcare items all scattered on a table- gloves, thermometer, stethoscope, etc.

How an Advanced Healthcare Directive Honors Your Voice and Your Wishes

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documents on a table titles advanced healthcare directive and power of attorney

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

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a mom and a dad hugging their young adult son in the middle of them

Protecting Your Young Adult: Estate Planning Essentials for Parents

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a file with a computer that says emergency plan. this is for young adults and their planning in case of an emergency.

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

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a picture of a sunset for the estate tax sunset

The Estate Tax Sunset in 2026: Why Proactive Planning Matters

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a younger couple with their two younger kids. they are sitting at the kitchen table all laughing together

Planning for the Unthinkable: Essential Tools for Parents of Minor Children

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an older couple smiling together holding a small wooden house, symbolizing their trusts and assets.

AB Trusts—Do You Need to Get Rid of Yours?

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a little house on top of a stack of coins and an umbrella protecting these coins and house

3 Asset Protection Tips You Can Use Now

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overhead shot of two women in a meeting. one of them is writing things down on a piece of paper while the other one is advising.

Successor Trustee 101: Their Crucial Role in Managing Your Trust

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family having breakfast at the dinning room table, all in harmony and discussing a serious manner. the grandpa is talking and everyone is sitting around him listening.

Can Love (or Greed) Break a Trust? How to Prevent Disputes After You’re Gone

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a lady that is being scammed. she is on the phone and has her credit card in the other hand and she looks frustrated.

How to Avoid Social Security Scams: Protecting Yourself from Fraudsters

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a picture of three generations- a grandma, a mom, and a kid. all in a grass field wearing white sitting down and smiling

Estate Planning Through the Ages: How Your Plan Should Evolve Over Time

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a mom with her four little kids with a book in her lap reading a story to them

Your Estate Plan, Your Story: What Will Yours Say?

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a grandma, a daughter, and granddaughter all hugging- showing the three generations and they are all laughing and smiling.

Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family

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a chalkboard with a drawing of a football play out, mapping out their next play

Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security

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a picture of mt. rushmore showing all three presidents mentioned in the article that left their legacy behind for the rest of America.

Presidents’ Day & Legacy Lessons

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a picture of a couple in love, looking at each other. the man is hugging the wife and the wife is looking at him with love. they have created an estate plan so their future is secure.

Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift

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a photo of a life insurance document

Be Careful Relying on Life Insurance to Provide for Loved Ones

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a guy paying off his debts filling out paperwork blurred in the background and there are a stack of coins focused in the image in front of him

Handling a Loved One’s Debts After They Die

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a picture of two wedding rings- one golden band and one diamond band and there is a couple in the background with divorce paperwork.

Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood

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in the middle there are the letters AI and then surrounding it there are different things that use AI now such as images, our brain, websites, computers, etc.

Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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a house with transparent money signs surrounding it showing the digital assets within the house/trust

The Importance of Digital Assets in Modern Estate Planning

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a picture of coins in the background and then there is a picture of digital stocks and digital assets transparently over the coins

Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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an image of documents in a file being sorted by year.

Is it Time to Let Go of Those Old Documents?

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Add An Estate Plan to Your Christmas List

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a little girl with special needs, down syndrome with her hands painted different colors, showing them to the camera while she smiles.

Who Needs a Special Needs Trust?

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an image with a key on a document that says your life insurance policy

Be Careful Relying on Life Insurance to Provide for Loved Ones

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there are gold balloons that say 18 to signify that the person is becoming an adult.

Happy 18th Birthday! Now What?

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the caregiver and the patient are on the couch laughing with one another and sitting right next to each other. the caregiver is taking very good care of her patient.

Recognizing and Supporting Family Caregivers in Estate Planning

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Recent Posts

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