How do I balance my parents' care needs with my own financial goals?
We understand the pressures of the sandwich generation — supporting both aging parents and your own family. Our advisors help you create a financial plan that considers your parents' needs without compromising your future.
What legal documents should we have in place?
Essential documents like durable powers of attorney, healthcare directives, and updated wills are crucial. We guide you through the process of organizing and understanding these documents to ensure your parents' wishes are honored.
How can we plan for long-term care expenses?
Long-term care can be costly and complex. We assist in evaluating options like long-term care insurance, Medicaid planning, and other strategies to manage these expenses effectively.
What steps should I take to manage my parents' finances?
From consolidating accounts to setting up bill payments, we help you implement systems that simplify financial management, reduce stress, and protect your parents from potential financial missteps.
Let’s create a plan that supports your family’s future.
You don't have to face these challenges alone. Whether you're just beginning to address your parents' needs or are deep into caregiving responsibilities, we're here to help you develop a comprehensive plan that honors your parents and secures your family's financial well-being.