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Episode 37: The Sandwich Generation
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Today on Manchester Living, Brian Levy addresses the complexities of the 'sandwich generation' - individuals who find themselves in the challenging position of caring for both their children and aging parents. To shed light on this intricate topic, Brian invites two esteemed professionals, Tresi Moore Weeks and Kelly Kunst, CFP®. Kelly, a certified financial planner, share her personal experience with the sandwich generation, highlighting the financial and health toll it can take on individuals. Tresi, an attorney, emphasized the importance of prior planning for parents, including estate planning, wills, powers of attorney, and financial aspects. They discuss the importance of open communication and coordination between legal, financial, and CPA advisors to ensure a comprehensive plan for the sandwich generation.
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