What happens when three generations are all looking to each other for support at the same time? In this episode of Financial Perspectives, Senior Lead Advisor Ashlee Vieregger and BrownWinick attorney Katheryn Thorson join Director of Communications Gretchen Muller to walk through estate planning in three lanes: your own documents, the generation above you, and the generation coming up behind you.
0:48 — The building blocks of a complete estate plan
1:19 — Getting your own documents current first
4:04 — Aging parents: legal capacity, warning signs, and the trusted contact
11:10 — Preparing adult children, from allowances to powers of attorney at 18
17:41 — Naming someone in your documents is an invitation, not a conscription
