In this episode of *Estate Planning: Beyond the Binder* Brian Chew, a renowned estate planning attorney, delves into the complexities faced by the sandwich generation—individuals caring for aging parents and children simultaneously. He highlights the importance of robust estate planning to safeguard retirement savings, manage assets effectively, and avoid costly legal proceedings.

- 00:00 – Introduction

- 01:30 – Balancing financial obligations for the sandwich generation

- 03:45 – Qualifying for long-term care without estate recovery claims

- 06:20 – Impact of Proposition 19 on property tax assessments

- 09:10 – Managing digital footprints and legal access for caregivers

- 12:15 – Ensuring immediate powers in power of attorney documents for cognitive decline scenarios

*Estate Planning: Beyond the Binder* guides listeners through the intricate world of estate planning, offering expert insights and practical advice to secure family legacies and ensure peace of mind.