Publications and Presentations
Candace Dellacona Featured on "Off the Fence with Karen Covy" Podcast: Navigating Estate Planning for the Sandwich Generation
Attorney Candace Dellacona, practice group leader of Offit Kurman's Estates and Trusts Practice Group, was recently featured on the "Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More" podcast. In this episode, Candace discusses how to protect your family's wealth and legacy while juggling the responsibilities of the "Sandwich Generation."
Candace delves into the challenges faced by those "stuck in the middle"—caring for aging parents while also supporting their own children. She provides invaluable advice on managing the emotional and financial pressures that come with these dual responsibilities.
Throughout the episode, Candace explains how proper estate planning can serve as a powerful tool for safeguarding assets and protecting wealth. She discusses the various legal instruments, from advanced directives to trusts, that clients can utilize to ensure financial security and proper asset management. The conversation also highlights trustees' crucial role in protecting high-income earners, athletes, and beneficiaries from poor financial decisions, particularly as they age.
In addition to her focus on the Sandwich Generation, Candace also spoke about the tailored services offered to high-net-worth clients and athletes. She emphasized the importance of customizing estate plans to meet the unique needs of these individuals, particularly in protecting significant assets and managing complex financial portfolios. Candace's insights offer strategies for ensuring long-term financial stability and legacy preservation for those with substantial wealth.
Reflecting on her appearance, Candace shared, "It was an honor to join Karen Covy on the podcast and discuss the unique challenges faced by the sandwich generation. I hope this conversation helps listeners feel more empowered and prepared to make decisions that protect their families and secure their financial futures."
To listen to this podcast, please click here. Please stay connected with Offit Kurman for more insights from our attorneys as they continue to share their knowledge across various platforms.
