July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

Or Not!

MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Technology and legislation are removing procrastination from developing your holistic estate plan.

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

Instead of talk of the future, act on the constants - change and time.  

Putting off your health or planning over fear isn’t the “new normal”.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

In planning for 3 generations, ways to embrace communication and change.

By Jane Lebak for Holliston Local Town Pages & Ashland Local Town Pages