New Walnut Creek Webinar: Sandwich Generation Legacy Planning

Walnut Creek CA

02 March, 2022

6:04 PM

Description

Absolute Trust Counsel Associate Attorney Madison Gunn was recently asked to be a part of Cal State East Bay’s Alumni Financial Literacy Series. This program explores factors that may affect financial and estate planning decision-making, and we’re honored for the opportunity to support Madison and share this presentation with you. The event was hosted by Penny Peak, Development Director at Cal State East Bay, who reached out to Madison as an alumnus of the University. Madison graduated in March of 2014 with a Bachelor of Arts in Liberal Studies and a Minor in Criminal Justice Administration. For this presentation, Madison was asked to develop and present “Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy” to the College of Business and Economics. So, what exactly is the “sandwich generation?” Let’s dive in. Watch Now! >> Life often consists of juggling different responsibilities, some old and some new. Finding yourself in a “sandwich generation” means that you are caring for multiple generations of family members, which can be a hefty load to take on. It can bring on feelings of stress and anxiety if you aren’t sure what your next steps are. For example, when creating an estate plan, there’s the responsibility of understanding types of wills, nominating guardians, and being able to distinguish the different types of paperwork that go into providing for your family’s future. Some things you’ll learn from the webinar include: What it means to be part of a “sandwich generation.”The importance of having an Estate Plan – where to begin? “Lasting Legacy” –what does this mean? How can it be maintained? And more! No matter what chapter in life you’re in, no matter the number of your dependents or the transitions a loved one may be going through, it’s never too early to plan for the future. This is a presentation you won’t want to miss! So settle in, prop up your feet, and press play. Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations of family members, usually those between an older and younger generation.An Estate Plan protects your assets and personal property, which is vital for not only your future but your family’s as well.It can be more challenging for a senior (aka a parent) to get their estate together so that they may depend on you for help. It’s important to know where to go for the resources you’ll need.Tune In Now! >>  [Ad] Do you need help with your estate planning now? We can help. Together our Absolute Trust Counsel team will take a look at your situation and your specific needs and develop a strategic plan that will protect you and your loved ones, regardless of what may come. Here’s a link to schedule your free discovery today at AbsoluteTrustCounsel.com/Scheduling.  If you have any questions or need any help, please feel free to contact us by calling 925.943.2740 or sending an email to [email protected].