Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Estate Planning Inside the Sandwich
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Directives
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.
Continuing Care Part of Estate Planning Rubric
Because of the financial considerations of continuing care, planning a move even years into the future, should be part of the estate planning process early on.
For Elderly Parents, Move Management Begins With “the Talk”
Moving a parent from home into a facility is a sensitive issue, beginning with a very open family “talk”.
Developmental Milestones in Estate Planning
Developmental milestones are behaviors and physical skills seen as children develop These signs of development are followed by parents and by healthcare professionals. In the same way, estate plans need to be updated as we age and our needs and preferences change, and as family changes occur.
Being Prepared for “No Matter What” Contingencies
We have trouble facing up to the possibility that an illness or disability might make us unable to manage our own affairs. Healthcare directives are a vital part of any estate plan.
Putting Your Affairs in Order Takes a Team
Putting your affairs in order truly requires a number of different people, from your homeowners’ insurance agent to your tax advisor, property inventory specialist, and family members.
Does Your Estate Plan Cover a Pandemic?
On February 11, 2020, the World Health Organization (WHO) gave name to the disease-causing the 2019 novel coronavirus outbreak. The coronavirus disease 2019 shortly after became known by its abbreviation, CO for corona, VI for virus, D for disease, and 19 for the year...
