Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Leveraging Whole Life to Pass on Wealth Using whole life to transfer wealth when it comes to paying estate taxes Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.