Candace Dellacona: Protecting Wealth Without Worry in the Sandwich Generation

Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More

How do you protect your family's wealth and legacy while juggling the responsibilities of the "sandwich generation"? In this episode, high-powered estate planning attorney Candace Dellacona shares her extensive expertise in estate planning, asset protection, elder law, and special needs advocacy to help answer some of the most pressing questions about managing the emotional and financial pressures that come with being “stuck in the middle.”

Candace explains how proper estate planning can be used to safeguard your assets and protect your wealth. From advanced directives to trusts, we discuss the various instruments clients can use to ensure financial security and proper asset management. We talk candidly about the role trustees play in protecting athletes, high-income earners, and beneficiaries from poor financial decisions, particularly as they age.

We also discuss how couples with significant wealth can create a "legacy marriage" to ensure their financial stability and have wealth to pass on to their family once they’re gone.

Whether you're planning for your future, trying to restructure your marriage, or helping an aging loved one maintain financial security, this conversation is packed with actionable advice that can help you navigate these tough decisions with confidence.

About Candace
Candace Dellacona is a Principal and Shareholder at Offit and Kurman Law Office where she works in the firm’s Estates and Trusts practice group. Candace is considered “a family’s lawyer,” however you may define family.

She works closely with multiple generations of family members to protect what they have throughout every phase of their lives. Candace constructs wills, trusts and medical directives that address each client’s unique goals, whether they are starting adult life or experiencing a significant event such as a change in marital status, welcoming a child, diagnosis of illness or death of a loved one.

Candace focuses her law practice on Estate Planning, Asset Protection Planning, Elder Law, Estate Administration, Special Needs Planning and Advocacy.
Connect with Candace
You can connect with Candace on LinkedIn at Candace Dellacona and Facebook at The Sandwich Generation Survival Guide. Listen to The Sandwich Generation Survival Guide Podcast and learn more about Offit Kurman, Attorneys at Law. You can also email Candace at [e-mail].

Karen Covy is a Divorce Coach and Consultant, Lawyer, Author, and Speaker who is dedicated to helping people make the best decisions possible for themselves, their families, and their future - especially in stressful times. You can check out Karen's videos on YouTube.
You can connect with Karen on LinkedIn, Facebook, Instagram, Twitter, and on her own website at karencovy.com.

Chapters

1. Candace Dellacona: Protecting Wealth Without Worry in the Sandwich Generation (00:00:00)

2. Protecting Assets and Legacies With Trusts (00:00:10)

3. Protecting Family Wealth From Predators (00:10:59)

4. Athletes, Trusts, and Financial Protection (00:27:54)

5. Connecting With Sandwich Generation Survival Guide (00:35:03)