Beginning the conversations with your family about the health, legal and financial matters of aging family members is never easy, and tracking down all the information you may need can be daunting.
There are questions about competence: Should mom be living alone? Is dad still capable of managing his own affairs?
There are questions about available options: Should we consider in-home care or would mom be better off living in a community? Should we be looking for skilled nursing or a memory care facility?
And last, there are the legal and financial considerations: Do we legally have the right to make decisions on dad's behalf? How will we pay for all of this? And what are the tax implications?
You and your family are invited to join us for Caring Generations: A Speakers Bureau, a legal and financial discussion about planning for the future. We're bringing together experts in elder care and facilities management, legal and estate planning, retirement planning, and long term care insurance planning to answer these and other questions.
In these informative and relevant seminars, you'll learn:
o How to broach the conversation with your loved ones
o What elder care options are available to you, and mistakes to avoid
o How long term care insurance, Medicaid and Medicare work together, the various options and potential tax advantages
o What legal documents you need to manage the affairs of another
o The benefits and key aspects of living wills, trusts, advanced directives and DNRs
o How to plan to care for dependent children
o How to plan for your own aging and retirement
All sessions will be held at Lake Forest Place / Presbyterian Home, 1100 Pembridge Drive, Lake Forest, IL 60045, and are open to all.
The sponsoring members of Caring Generations: A Speakers Bureau are proud to be supporting the Alzheimer's Association. The suggested donation amount is $20 per family and includes admittance to all three events.
Session 1: Tuesday, May 6, 2014
6:30 pm - 8:30 pm
Why It's Important to Talk Now: Levels of Care and Options
Presented by Jennifer Prell, President, Elderwerks
Choosing and Preparing Your Trustee: Considerations When Naming a Trustee
Presented by Alan R. Blake, CFP®, Vice President, Fiduciary Partners, Inc
Session 2: Wednesday, May 21, 2014
6:30 pm - 8:00 pm
Caring for Aging Loved Ones: Signs and Symptoms of Behavioral Changes
Presented by Christine Hammerlund, President, Assured Healthcare Staffing
Long Term Care Insurance: Understanding One's Options and the Advantages and Disadvantages of Self-insuring
Presented by Phillip Kuhn, President, Executive Risk Management, Ltd
Session 3: Tuesday, June 3, 2014
6:30 pm - 8:00 pm
Getting Your Legal House in Order
Presented by David M. Lutrey, Managing Partner, Lesser Lutrey McGlynn & Howe LLP
Realistic Retirement Planning
Presented by Jay Leonard, Vice President, Bernstein Global Wealth Management