Guidance from The Wills & Trusts Firm, LLP — your partners in compassionate estate planning

The Pressure of the Middle — and the Power of Planning

 

Being part of the Sandwich Generation—supporting aging parents while raising children—can feel like living two lives at once. It’s emotionally exhausting and financially demanding. But it’s also a moment of opportunity: a chance to build stability and clarity through smart, proactive estate planning.

 

At The Wills & Trusts Firm, LLP, we understand what’s at stake for clients in New York and Connecticut. Our team specializes in creating thoughtful, tax-efficient, and family-centered estate plans that work across generations.

Supporting Everyone, Now and Later

Your estate plan shouldn’t just protect what you leave behind—it should support what you’re juggling today.

Here’s how we help:

• Trust-based planning: With customized revocable or irrevocable trusts, you can set aside funds to help aging parents now while preserving assets for your children’s future.

• Gifting strategies: Annual exclusion gifts or direct payments for medical or educational expenses can offer immediate relief to loved ones without triggering gift taxes.

• Long-term care planning: We assist with Medicaid asset protection strategies, helping shield your family’s financial future from high nursing home costs.

These tools offer real-time support while aligning with long-term goals—a balance the Sandwich Generation needs.

Planning for the Unexpected

Emergencies don’t come with warnings, but estate planning helps you prepare for them in advance.

We recommend every member of the Sandwich Generation have:

• A durable power of attorney for financial decisions

• A health care proxy and HIPAA authorization for medical advocacy

• A living will to express treatment preferences

These documents protect you, your parents, and even adult children by keeping control in the family—not in the hands of the courts.

At The Wills & Trusts Firm, LLP, we make sure these essentials are in place, up-to-date, and legally enforceable in New York and Connecticut.

Easing Future Stress with Honest Conversations

Estate planning isn’t just paperwork; it’s also (mainly) decision-making and communication. Starting conversations about future responsibilities, asset management, or long-term care might feel awkward, but it’s a profound act of kindness.

A clear plan reduces:

• Family conflict during emotional times

• Legal confusion about roles and responsibilities

• Delays in accessing critical financial or medical resources

We offer family-inclusive consultations to help break the ice and bring everyone into alignment.

The Next Step: Start with Compassion, Build with Confidence

We know this path can feel overwhelming, but you’re not alone. At The Wills & Trusts Firm, LLP, we walk beside you with:

• Personalized estate strategies tailored to your family dynamics

• Ongoing support as your circumstances evolve

• Efficient, clear legal guidance that simplifies the process and protects what matters most

Let’s Build Peace of Mind For Everyone You Love

Estate planning is not just a legal obligation, it’s a legacy of love. When you create a plan that supports both your parents and your children, you’re doing more than preparing documents; you’re shaping a stable, supported future.

 

Call (212) 867-9120 or
Schedule your private consultation online at www.thewillsfirm.com

 

The Wills & Trusts Firm, LLP — Trusted by New York families to deliver estate planning that’s practical, personal, and powerfully protective.
Attorney Advertising. This post is for informational purposes only and does not constitute legal advice.