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You’re taking care of your aging parents

with your own kid still at home – now what?


Now, your parents begin to have health or financial issues to add
new stress to your life. 
Welcome to the…

“Sandwich Generation!”


 Everyone talks about Boomers, Millennials, X, Y, Z. However, few people talk about being sandwiched between a couple of those generations. Let alone, the stress, confusion, and concern about this new juggling act. On one end, you assist with the “learning to fly” stage of life. At the other end, you try to find a smooth landing for your parents. 

Have questions? Call me for a free conversation!







It’s important to know, on both sides of the sandwich, legal plans that need to be addressed. And it is important to do so before the opportunity is missed.



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Long Story Short:
When you pre-plan, YOU control the plan!


Just about the time your own kids are finding the edge of the nest, pressure comes from the other end. Now, your parents begin to have health or financial issues to add new stress to your life. 

Starting at the older end of the spectrum, most of our parents are not super open to discussing things. Whether it is real health issues, financial topics, or generally asking for help, they are the bootstrap generation – they get
up, get it done, and don’t talk much about it. Their circle of friends hear stories and readily share about awful things that happened to others. Because of that, suspicions arise, and often keep them from doing things that protect
and help them.

“DID YOU HEAR ABOUT HELEN’S SISTER’S FRIEND FROM CHURCH. SHE KNOWS SOMEONE WHO’S KIDS MADE HER SIGN SOMETHING. THEN, THE KID TOOK ALL OF HER MONEY AND HOUSE, AND THREW HER IN A NURSING HOME. THAT’S NEVER GOING TO HAPPEN TO ME.”

Sadly, this does happen. However, it is far less common and much harder to do than what people believe. Also, what is missed is that if a person plans proactively, he or she controls the process to protect from such bad acts. Additionally,
if a person reaches incapacity without proper documents in place, guardianship is necessary. That is a much more intrusive and troublesome process than executed decision-making documents.




Life Planning Articles

The Sandwich Generation: Managing Finances While Feeling the Pinch

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Estate Planning Solutions: What is a Trust?

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Estate Planning Essentials: What Is a Durable Power of Attorney?

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The Second Sting: Dying without an Estate Plan

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Three Key Differences Between A Living Will And A Last Will And Testament

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Do I Need Probate?

One of the common questions I get is “Do I need Probate when someone dies?” There is also the question “What is Probate?” When someone dies, there is a flood of emotions. In addition, there is concern regarding what needs to happen, worry about things to do, and confusion. In my upcoming eBook “What to… Read More...
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Major Life Events Means It’s Time to Create A Will: Marriage, Divorce, Adoption

A will is considered a type of legal document that provides instructions on how to distribute your assets upon your death. If you die in Indiana without a will in place, Indiana intestate laws will determine who inherits all of your assets depending on their relationship to you. Accordingly, if you have certain distribution goals… Read More...
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5 Essential Documents and 5 Essential Questions

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You’ve Got the Power with a Power of Attorney

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