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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. 

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.


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?

When building an estate plan, there are two main documents that you generally need to consider: a will and a trust. As we have previously discussed,1 a will is important for establishing a firm legal precedent for how you want your various assets to be handled. For some, it is the ideal option for handling… Read More...

Comparing & Contrasting A Living Will & A Last Will

One of the many challenges of estate and life planning is that there are many documents that seem similar but serve very different purposes. For instance, it is easy to confuse the terms living will and last will and testament, but they are completely separate legal documents that meet different needs. As such, it is… Read More...

Considering End-Of-Life Care: What Is An Advance Health Care Directive?

Nobody particularly likes thinking about death, but it presents a lot of questions that need to be answered, especially when it comes to how you or your loved ones want to be treated near the end of your life. You might think that you’ll be fine leaving it to the decisions of your doctors or… Read More...

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

As a person ages, their ability to make important decisions can become less clear. Additionally, they have a far greater chance of experiencing some kind of health situation in which they cannot voice their own wishes. In these scenarios, there needs to be someone in place who can make decisions for these people and act… Read More...

The Second Sting: Dying without an Estate Plan

Passing away without a Will compounds the pain of loss with the pain of uncertainty and unintended consequences.

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

Often, the terms “Living Will” and “Last Will” are used interchangeably, but in actuality, they are completely different legal documents that serve separate purposes. So many people have heard “you need a Will.” Unfortunately, it is not clear what that means, which document someone might mean, and the actual process to put a “will” in… Read More...

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...

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...

5 Essential Documents and 5 Essential Questions

Many times, people believe an estate plan is accomplished with a “Will.” Many do not know or understand why. Additionally, they do not know that a “Will” is not enough, and, in fact, may not be necessary. “You know, you need to get a Will.” “Make sure you have a Will.” “My wife and I… Read More...

You’ve Got the Power with a Power of Attorney

Indiana Elder Law Planning: Power of Attorney versus Guardianship – You can pay now (and pay less) or you can pay later (with more cost and time required). In this rapidly changing world, many people find – too late – that a doctor or a bank requires legally appointed authority to act. A person can… Read More...