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Home Archives for Sandwich Generation

Allison Gray March 5, 2020

Planning for the Sandwich Generation

The Sandwich Generation is torn between caretaking responsibilities for their minor children and their elderly parents. But first, they need to make sure they take care of themselves. Read on to learn … [Read more...] about Planning for the Sandwich Generation

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, powers of attorney, Revocable Trusts, Sandwich Generation

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News

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals

beneficiary

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read More...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

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