Journey looks at estate planning for the sandwich generation

July 27, 2022

The sandwich generation: those of us who are “sandwiched” between younger and older generations of loved ones who require our care, trying to meet everyone’s needs while still tending to our own lives. We find ourselves in a unique set of circumstances indeed, and the circumstances become even more complicated when it comes to making financial decisions and protecting assets. Nearly 50 Journey friends recently tuned in to our virtual seminar on this very complicated topic — led by two individuals who understand, because they’re also living in that space.

Planning ahead is crucial for the sandwich generation, but it’s tough to plan when you have unanswered questions, and don’t even know where to begin your conversations. Our esteemed presenters Leslie Gibbens, CCTS, CTFA, and Julie Hogg, JD, CTFA, both Vice Presidents in the Personal Trust and Wealth Management Division at UBT, offered guidance through the lenses of their areas of expertise and through invaluable personal and professional experience.

Virtual attendees were appreciative of the time Julie and Leslie spent explaining the circumstances specific to the sandwich generation, outlining several relatable — and helpful — scenarios, and sharing sobering estate planning statistics. (Spoiler alert: Not nearly enough of us have our estate planning bases covered.)

Our presenters gave us an insightful look at intentional and proactive estate planning, the kind that enables you to take care of the future while navigating the present — both for yourself and for each person in your care. They outlined crucial steps and objectives in estate planning at every stage, what a good estate plan should consist of (hint: your young adult children should have more estate planning docs in place than you may have realized), and how titling and beneficiaries come into play. Leslie and Julie gave suggestions for keeping important information safe, organized, and accessible, and they also included some self-care tips for the caregiver, as it’s all too easy to overlook your own needs.

This presentation was extremely well received, and there was certainly no shortage of questions (which our presenters did an excellent job of answering). If you missed out on this excellent piece of programming, or would just like to watch it again for the wealth of information it covered, we recorded it to serve as an invaluable resource to you and those you know. Click here to watch it again. And speaking of resources, you won’t want to miss out on our Covering the Bases: The Sandwich Generation’s Guide to Estate Planning, which we put together as a companion piece to this webinar.

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