Transitional Planning

As the elderly population grows and young adults are struggling financially, many individuals are finding themselves “sandwiched” between aging parents and their adult children. This position of caring for both their children and parents simultaneously creates both an emotional and financial hardship.

This rising demographic already accounts for about 47 percent of adults in their 40s and 50s. With so much stress, this “transitional” generation can experience caregiver burnout, issues finding time to be an attentive spouse/parent, trouble managing work, hobbies and anxiety as they're pulled in multiple directions every day.


  • Financial education to dependent adult children to assist them in managing their own finances
  • Comprehensive assessment of parental assets and expenditures
  • Educational resources on ensuring guarateed lifetime income and shielding assets from Medicaid spend down
  • Education on Long Term Care Insurance for the protection of parental assets in the event of assisted/skilled care living
  • Review of tax-saving benefits for elderly parents and for adult children enrolled in higher education.
  • Discussion regarding the benefits of in-home senior care to relieve caregiver stress and worry.
  • Preparation of assets/income prior to the process of moving into an assisted living facility.
  • Consultation with family members concerning expectations, feelings and anxiety surrounding the resolution of these issues.

Caregiving is a complex task on its own, let us help relieve some of this stress!

Utilizing our resources, we can help you manage these issues along with many more, so you can find time for yourself again.

CALL US!   440-234-0300

Have a Question?

Thank you!