Caring for aging parents while raising children, managing a career, and planning for your own financial future can feel overwhelming. Estate planning attorney Candace Dellacona joins Julina Ogilvie to discuss the unique challenges facing the Sandwich Generation and how thoughtful planning can help families navigate them. From starting difficult conversations with aging parents to powers of attorney, trusts, caregiving, and protecting your own financial future, Candace shares practical steps families can take before a crisis occurs.Timestamps1:58 – What is the Sandwich Generation, and who does it include?3:47 – Why caregiving responsibilities can sneak up on families6:19 – The financial and emotional realities of caring for aging parents7:36 – The biggest mistake families make9:11 – Conversations and estate planning documents every family should consider12:10 – Probate, trusts, and why planning differs by state14:54 – Warning signs that an aging parent may need help17:30 – How to approach a parent who insists, “I’m fine”20:19 – Siblings, family dynamics, and deciding who should take the lead22:49 – Why a power of attorney is so important25:01 – Don't forget your own estate plan, and documents for children turning 1827:03 – Why financial advisors and estate planning attorneys need to work together28:27 – A common trust mistake: creating it but never funding it30:31 – How proper planning can help prevent family conflict32:43 – Why women so often become the default caregiver34:51 – The financial impact of caregiving on women, careers, and retirement37:48 – Planning for long-term care and protecting your own future40:00 – Resources available to caregivers and familiesConnect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- [email protected] information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180

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