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Jun 12, 2019

As retirees are living longer, their adult children are becoming a growing “Sandwich Generation,” not just raising their own families but also caring for their aging parents. While increased longevity is to be celebrated, the role reversal of children assuming more control over their parents’ affairs can be challenging for everyone involved. 

Join Account Manager Dina Milne and Account Executive Claudine Schrock as they outline the key steps for successfully starting the conversation and transitioning financial responsibilities. By working with your loved ones to create and commit to a plan before it’s needed, you’ll ensure they’re comfortable and well cared for while respecting their wishes.

Click here for the step-by-step guide, Helping Your Aging Parents, mentioned in this episode. And when you’re ready for more comprehensive planning, our Estate Planning Checklist, available by clicking here, is an indispensable resource.