April 4th, 2018

Estate Planning for Parents of Millennials

Formerly known as “Baby Boomers”, 50-65 year-old clients are now being referred to affectionately as the “Sandwich Generation”. People in this age range are flanked by elderly parents and young adult children, each of whom require specific financial needs. Managing aging parents who are entering nursing homes and care facilities requires specific financial arrangements that can be difficult to address with elderly family members. Parenting young adults in the “Millennial” generation comes with its own dilemma, ensuring that they are financially stable and prepared when their parents wish to start taking advantage of transferring assets.


1.o CPE Credit provided by Approved Program Sponsor, State Board of Accountancy – Bureau of Professional and Occupational Affairs

Tuesday, May 22 at the Offices of Gross McGinley, LLP

33 S. Seventh Street, Allentown, PA 18101


7:45 am Registration, 8:00 am to 9:00 am Program

This one-hour CPE credit panel discussion will specifically address the estate planning and financial needs of 50-65-year olds from the perspective of an attorney, accountant, and financial planner. The discussion will focus on how accountants and financial planners can ensure they are providing their clients with appropriate guidance.


We are offering this seminar free of charge. However, space is limited. Please register by Tuesday, May 8th by fax to (610) 820-6006. For more information, please call (610) 820-5450.


The content found in this resource is for informational reference use only and is not considered legal advice. Laws at all levels of government change frequently and the information found here may be or become outdated. It is recommended to consult your attorney for the most up-to-date information regarding current laws and legal matters.