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The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel like a never-ending balancing act for members of the Sandwich Generation—those simultaneously caring for aging parents and supporting their children. This dual role can be incredibly demanding, both emotionally and financially. Financial resources can be stretched thin between paying for their children’s education, managing household…

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Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care directive, the person signing the documents must have what is called “capacity” in order to sign the documents. There are two kinds of capacity in estate planning: testamentary capacity and contractual capacity. Testamentary capacity is a lower form of capacity and is required by a…

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FREE On-Demand Webinar
Estate Planning Basics:
It's Not About What You Have,
It's About Being Prepared
Kirsten Howe
Host
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