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Resources

Are you “sandwiched”? Let’s talk about caring for kids and parents

April 17, 2020
Claudia Englisby
Estate Planning
Sandwiching describes a caregiver who is caught between two different sides of responsibility: raising kids and caring for parents. Kids and parents are the bread, the caregiver is the PBJ. This group is led by Attorney...
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The Right Time to Review Your Estate Planning Documents

April 13, 2020
Claudia Englisby
Estate Planning
a cup of tea
Time to Review Your Estate Planning Documents? At the end of document signing appointments, when the final stamp and seal have been set, clients often inquire about the “right time” to review or refresh their plan. ...
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Sandwiching is Fiscally Difficult: What Can You Do?

February 10, 2020
Claudia Englisby
Estate Planning
grandmother, mother and daughter
A few years ago, the term “sandwich-ed” became a popular one-word depiction of adult children serving as the “middle” of a sandwich, between two pieces of bread: one side is caring for aging parents and the other is...
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Overview of Guardianship and Conservatorship in Connecticut

May 14, 2019
Claudia Englisby
Estate Planning
Guardianship
Overview of Guardianship and Conservatorship in Connecticut The terms Guardianship and Conservatorship are often stumbling blocks for parents and professionals alike. While individuals are generally familiar with these terms,...
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Avoiding Issues Gone Wrong in Estate Planning, Part Two

March 25, 2019
Claudia Englisby
Estate Planning
A blog series from the planning team at Disability Planning Partners, Inc. Sally hired a lawyer to draft her Will giving her assets to her daughters, Sue and Sheila, but her largest assets passes to Sally’s brother when she...
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