When it comes to caring for a child with special needs, “It’s not just covering the costs of medical treatment — there’s an entire ecosystem of factors influencing financial planning for families,” says Doug Semple, First Citizens Wealth Planning Strategist. Learn about those factors and how you can prepare. https://bit.ly/3S1UJcd #SpecialNeeds #SpecialNeedsChildren
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Is Your Child Turning 18 Soon? This milestone comes with significant legal and financial changes. Are you prepared? Join our FREE webinar on May 25th at 4 PM, "Unlocking Adulthood: Top Tips for Parents Navigating the 18+ Transition," to learn essential estate planning tips. 🔹 Stay involved in their healthcare decisions 🔹 Protect their financial assets 🔹 Plan for a secure and bright future Ensure you’re ready for this transition. Register today and gain peace of mind for your family's future. https://lnkd.in/eKGVjqx4 #EstatePlanning #ParentingYoungAdults #Webinar #FuturePlanning #LegalAdvice
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance. https://bit.ly/2P9dRS9
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📢 Attention to those navigating the complexities of eldercare costs! 🏡💼 Have you come across the viral TikTok featuring Tiffany Stuart's eye-opening revelation on the exorbitant monthly costs of eldercare facilities in New York City? With over 500,000 views, it's sending shockwaves through discussions on financial planning. https://lnkd.in/ey5rV3iu At Bellomo & Associates, we understand the impact such revelations can have on families. This video underscores why we're unwavering in our commitment to education in estate planning. 🎓💬 The lack of awareness can lead to unexpected financial burdens, catching families off guard. This is crucial: We want to ensure that when you're in that crisis situation, whether it be the hospital or the nursing home ⏰, that's not the time to learn about this area of the law. People need to know they have options, and they need to know ahead of time. 💡 This example emphasizes the crucial need for financial and professional advisors to educate and inform. 💡 The stark reality of eldercare costs is why we tirelessly emphasize the importance of knowing your options. Education is the key to navigating these challenges and making informed choices. Financial professionals, this is not just about numbers; it's about making a meaningful difference in people's lives. 🌐💪 Don't underestimate the power of education in shaping a secure financial future. Join us at Bellomo & Associates, where we've been conducting professional boot camps for over 12-13 years, reaching and empowering 75 to 100 individuals at a time. 🚀 Let's work together to ensure that families are informed, prepared, and equipped to face whatever challenges come their way. #EstatePlanning #FinancialEducation #SecureYourFuture #BellomoAndAssociates 🏡💼
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If you’re currently taking care of your children and elderly parents, count yourself among those in the “Sandwich Generation.” Although it may be personally gratifying to help your parents, it can be a time-consuming and financial burden. How can you best handle the financial affairs of parents in the later stages of life? Develop a plan that incorporates several estate planning documents, including wills, living trusts, powers of attorney for health and finances, and living wills or advance medical directives. If your parents already have one or more of these documents, the paperwork may need to be revised. Contact us for assistance.
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As we navigate the many stages of life, it’s essential to be prepared for the future. This month, we are focusing on Long-Term Care Awareness. It is a reminder that we can take steps to ensure our loved ones age gracefully and with dignity. In the final installment of the Long-Term Care Awareness series, “Financial Planning for the Sandwich Generation” written by Scott Townsend, CFP® focuses on financial planning considerations for the "Sandwich Generation" who often times find themselves caring for children still at home, as well as aging parents and grandchildren. Read the full blog here - https://lnkd.in/eSW5Byx2 #WealthManagement #FinancialPlanning #LongTermCare #ContinuingCare #LongTermCarePlanning #SandwichGeneration #Blog #Content
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Business & Commercial Support Specialist II
2wThanks for sharing