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October 2018

Preparing for memory care admission, financially and legally, Presented by: Ben Collier, Collier Financial & Cory Swagger, Swagger Law- Wed, Oct 24- 5:30-7- Fort Wayne

October 24 @ 5:30 pm - 7:00 pm
North Woods Village at Inverness Lakes, 8075 Glencarin Blvd.
Fort Wayne, IN 46804 United States
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  Hope for the Best, Prepare for the Worst-timeline of events leading up to memory care admission Presented By: Ben Collier, Collier Financial and Cory Swagger, Swagger Law Wednesday, October 24, 2018  5:30-7 When it comes to financial planning for future care, it is difficult to know where to begin.  Join us as we explore both the financial and legal planning aspects of preparing for long term care placement.  Ben and Cory will guide you through planning for this important…

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Income Tax Implications of Preparing & Paying for Long-Term Care: Thursday, October 25, 2018: 6:30-7:30 P.M., Mishawaka

October 25 @ 6:30 pm - 7:30 pm
North Woods Village at Edison Lakes, 1409 E. Day Road
Mishawaka, IN 46545 United States
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Presented by: Ken Milani, PhD., Professor of Accountancy at the University of Notre Dame. Long-term care spending has a variety of income tax implications. This interactive presentation will include coverage of (1) long-term care insurance policies (2) hybrid insurance policies (3) medical expense reporting (4) so-called “tax benefit” provisions. Refreshments will be provided.

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November 2018

The Grey Zone Part II: Transition & Move-In Strategies, Thursday, November 8, 11:30-1:30 at the Kalamazoo Country Club

November 8 @ 11:30 am - 1:30 pm
Kalamazoo Country Club, 1609 Whites Rd
Kalamazoo, MI 49008 United States
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Moving a loved one into memory care assisted living can be a stressful transition for families. Sometimes your loved one can be very resistant to any kind of lifestyle change.  Sometimes, they even refuse to consider moving. North Woods Village can help. We have put together our panel of experts who will address move-in transition strategies. Stephen Dallas from Opus Internal Medicine will address everything your physician will provide and discuss criteria used for incompetency determination. Mary Beth Lyon from…

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