Fostering the right solutions & connections
for more than 33 years
for more than 33 years
A live and interactive discussion with three important professions that will focus on how to pay for longterm care and managing a crisis. Learn about innovative techniques and solutions for building a stable plan that includes healthcare, legal and finances.
Links to our other "Money Matters" Discussions
Chat Transcript
12:08:29 From Ellen Pincus : Good afternoon! Ellen Pincus Community Ambassador with Silverado Memory Care Assisted Living in Alexandria,VA cell 571-775-9408 ellen.pincus@silverado.com. Thank you for this wonderful presentation!!!
12:09:10 From Steve Gurney - ProAging Sourcebook to Ellen Pincus and all panelists : YEAH Ellen - congrats on the new position!
12:09:24 From Ellen Pincus : Thank you Steve!!!
12:09:58 From nancy toward : Nancy Toward, LCSW with Inova Cares Medical House Calls providing primary care at home to older, homebound adults. 703-698-2431 - Thank you
12:10:09 From Keisha Toussaint Mc Mayo : Good afternoon everyone
Keisha Toussaint Mc Mayo
Family Support Worker II
Prince George’s Department of Social Services
Keisha.toussaint@maryland.gov
12:10:17 From Karen Vassar : Hi everyone. I'm Karen Vassar, owner of Griswold Home Care NoVA West in Centreville VA. karen.vassar@griswoldhomecare.com. 703-570-6812
12:10:33 From Jeffrey Briggs : Good Afternoon,
12:11:00 From Christine Dolan to Hosts and panelists : Christine Dolan, Daily Money Manager/Financial Organizer, owner C. Dolan & Associates, christine@cdolanfinancial.com, 703-868-8664.
12:11:07 From Jeffrey Briggs : Jeff Briggs here, Director of Intake with Family & Nursing Care. jbriggs@familynursingcare.com, 301-755-1136
12:14:31 From Ken Silverstein : Good Afternoon Everyone--Ken Silverstein, AlfredHouse Assisted Living/Memory Care, we have 10 boutique homes in Montgomery County. Referrals greatly appreciated. Excited to announce our newly renovated/modernized AlfredHouse 4--Villa. Contact me at 240-535-0597 or ksilverstein@alfredhouse.com.
12:14:42 From Jennifer Brown : Hi - Jennifer Brown - Seabury Care Management - 202-364-0020 - jmbrown@seaburyresources.org -
12:15:46 From cathy harrison : Hi All! Cathy.harrison@brightstarcare.com-Brightstar Care of Montgomery County-skilled nursing and personal care for all ages 301-588-0859
12:18:10 From Sheraine Arbitsman : I have a living revocable trust and it is funded with our real estate assets but our IRA & SEP cannot go into it. I don’t have long term care for my husband and me and I don’t want our retirement accounts to go to our care. I have done POA, Healthcare proxy. Our son says we need to make our trust irrovocable. Is this advisable? What should our next steps be?
12:18:31 From Steve Gurney - ProAging Sourcebook : From Christine Dolan to All Panelists: 12:11 PM
Christine Dolan, Daily Money Manager/Financial Organizer, owner C. Dolan & Associates, christine@cdolanfinancial.com, 703-868-8664.
12:19:11 From Christine Dolan to Hosts and panelists : Thank you Steve!
12:23:49 From Sharon Parver to Hosts and panelists : Can anyone address the VA's Aid and Attendance program: eligibility, application process, advice, etc. Thanks!
12:24:43 From Adele Logan-Galen to Hosts and panelists : Hello! Adele here from Smooth Move Managers, a NOVA based senior move management company. You can reach me at 571-230-5702 or Adele@smoothmovemanagers.com. Would love to hear from you and please visit my website at www.smoothmovemanagers.com. Thanks!
12:24:57 From Steve Gurney - ProAging Sourcebook : From Adele Logan-Galen to All Panelists: 12:24 PM
Hello! Adele here from Smooth Move Managers, a NOVA based senior move management company. You can reach me at 571-230-5702 or Adele@smoothmovemanagers.com. Would love to hear from you and please visit my website at www.smoothmovemanagers.com. Thanks!
12:25:04 From Dixcy Bosley to Hosts and panelists : Medicaid is a govt safety net for the most vulnerable Americans. It is not meant as a funding source for protecting long term care for folks with retirement benefits.. Seriously
12:25:28 From Marie Woodard : Working with an Aging Life Care Manager go to our Aging Life Care Association web site
12:25:33 From Marie Woodard : https://www.midatlanticalca.org/
12:25:55 From Olivia Nicola : Hi All! Olivia here from Heartland ProMedica Hospice and Palliative Care. Truly enjoying this informational inservice. Very helpful! Wishing you all a terrific day!
Olivia Nicola │ Account Liaison
Tel: 202.642.0301
Email: olivia.nicola@hcr-manorcare.com
Admissions Tel. 703.273.8693
Admissions Fax: 703.273.3479
www.heartlandhospice.com
12:26:21 From Judy Redpath : Judy L Redpath, CFP(R) , AIF(R), VISTA Wealth Strategies LLC, Reston, VA. We work with our financial planning clients on these issues frequently as part of longevity planning. Thanks for your practical approaches and for presenting options.
12:29:22 From Adele Logan-Galen to Hosts and panelists : Olivia, please list your contact info. Thanks!
12:29:41 From Steve Gurney - ProAging Sourcebook : From Adele Logan-Galen to All Panelists: 12:29 PM
Olivia, please list your contact info. Thanks!
12:29:59 From Louis Tenenbaum to Hosts and panelists : How do you include pro-active home modifications in care plans? Since a prepared home can avoid health crises and costs and reduce the hours and efforts needed for caregiving, modifying the home can have a significant impact on the efficacy of the plan.
12:30:22 From Adele Logan-Galen to Hosts and panelists : Steve: please list the contact info for your panelists. Thanks@ Great seminar
12:31:38 From Steve Gurney - ProAging Sourcebook : Contact information for our panel members
12:31:39 From Steve Gurney - ProAging Sourcebook : Import from CSV Edit
ARVETTE REID (areid@seia.com)
Colleen Duewel (colleen@lionhearteldercare.com)
Bernadette Sweeney (bsweeney@sweeneylegal.com)
12:31:46 From Sheraine Arbitsman to Hosts and panelists : Where can we go for the flat rate planning? i’m in NJ.
12:31:56 From Adele Logan-Galen to Hosts and panelists : Opps! I meant Judy. Please list your contact info. Thanks
12:33:13 From Dixcy Bosley to Hosts and panelists : Many of my private care management clients have long term care insurance so when I break the news that their ALF is $10-12 K mo plus additional $5-10 K for round the clock care to ensure safety…they don’t blink an eye. What will happen to these facilities and their clients when LTC insurance is completely unavailable for the aging Boomers to come. A serious health care economic crisis is on the horizon
12:33:55 From Jeffrey Briggs : Thank you for that clarification. Working for a home care agency there is a lot of confusion regarding the differenced between home care and home health so we do our best to educate people on the differences.
12:35:03 From Mark Asch : There could also be two Veterans benefits that pay toward non-medical home care
12:38:07 From Joe Sperling : A Partnership qualified LTC policy will protect assets and allow Medicaid qualification without counting assets equal to the amount paid out by the LTV insurance.
12:38:38 From Joe Sperling : Sorry - LTC insurance.
12:39:01 From nancy toward to Hosts and panelists : Bernadette, if someone applies and uses long term care Medicaid. Upon his or her death, can the house be garnished in order to reimburse the state for expenses paid out? I know a lot of folks are eligible but would like to pass along their homes to their children.
12:39:07 From Colleen, LionHeart Eldercare to Hosts and panelists : lets talk next about long term care policies, lots of questions there
12:42:16 From Robyn Hall : I work with low income elderly with Fairfax County Government Housing. So many of my clients do have Medicaid and the nursing homes that accept Medicaid benefits is not acceptable care. There's a great need for long term care for this class.
12:44:46 From susan Infeld : Agree with Robyn Hall. There is need and need for advocacy for the most vulnerable.
12:45:28 From Joe Sperling : Modify the policy rather than dropping the coverage.
12:45:52 From James MacDonald to Hosts and panelists : My mom purchased LTC Insurance at 60. Paid $45k total up eto age 75 when she (I) made a claim due to Alzheimer’s. It paid for itself within the first 180 days of her memory care stay (she’s still there 18 months later).
12:46:50 From Steve Gurney - ProAging Sourcebook : https://www.aginglifecare.org/
12:46:58 From James MacDonald to Hosts and panelists : I should say 180 days after the 90 day elimination period.
12:52:42 From Joe Sperling : Can get LTC policies and life + LTC rider with unlimited lifetime benefits.
12:53:02 From Olive Freeman : Olive Freeman, Senior Care Management Advocate
12:53:07 From Mark Asch : everyone should contact Joe Sperling to talk about the proper insurance coverage
12:55:09 From Mark Asch : other veteran benefits as well
12:56:40 From Steve Gurney - ProAging Sourcebook : Solo Aging - Live and Interactive Discussion with Carol Marak - Author, Solo and Smart https://www.retirementlivingsourcebook.com/videos/solo-aging-live-and-interactive-discussion-with-carol-marak-author-solo-and-smart
12:57:51 From Heidi Garvis : Great topic and wonderful experts! Heidi L. Garvis, Caring Considerations Aging Life Care Managers in No VA. heidi@caringconsiderations.com 571-437-9396 We provide Healthcare Agent with Medical Power of Attorney services for solo-agers. Other services include RN Care Management and the Sr. Housing Search...
12:59:04 From Deb Merriner : Great resources shared here today. Thanks so much for the valuable information! Deb Merriner, Buckley’s for Seniors, 703-390-0535
13:00:26 From Colleen, LionHeart Eldercare to susan Infeld and all panelists : I'm happy to talk later or personally about your concern with the Medicaid concern/skilled nursing if we don't get to it today
13:00:47 From Colleen, LionHeart Eldercare to susan Infeld and all panelists : colleen@lionhearteldercare.com
13:02:13 From Patrice Henry : thank you all so much, this is very helpful.
13:03:45 From Joe Sperling : Having LTC insurance - even a modest policy - helps. Helps to retain control, dignity and choices.
13:04:37 From I. S. Gibian to Hosts and panelists : Great content, but beyond that…one of the best-moderated and -coordinated panels I have attended on this site! Thanks!
13:04:43 From Dixcy Bosley to Hosts and panelists : Congress …Pass the Human Infrastructure bill. Every senior deserves good care
13:05:16 From Olive Freeman : Olive Freeman, smaller Assisted Living accept certain numbers of Medicaid residents. Homes with 5 - 10 beds.
13:07:19 From susan Infeld : Olive, any in Arlington that you know of?
13:10:02 From Olive Freeman : No..but you can looking the Source Magazine by host Steve Gurbey and ProAging.
13:10:41 From Steve Gurney - ProAging Sourcebook : Understand Virginia Medicaid and Waivers https://www.retirementlivingsourcebook.com/videos/understand-virginia-medicaid-and-waivers
13:11:23 From Patrice Henry : how can I get Arvette Reid's information?
13:11:50 From Ellen Pincus : Thank you so much to everyone!! Great information.
13:12:20 From Steve Gurney - ProAging Sourcebook : Here is all the panel members contacts ARVETTE REID (areid@seia.com)
Colleen Duewel (colleen@lionhearteldercare.com)
Bernadette Sweeney (bsweeney@sweeneylegal.com)
13:13:10 From Olive Freeman : Olive Freeman..Susan I apologize for my key strokes mistakes.
13:13:47 From Patrice Henry : thank you.
13:15:38 From Joe Sperling : This has been a HUGELY excellent discussion!
13:16:04 From Christine Dolan : This has been an AMAZING discussion. Thank you ALL so much!!!
13:16:19 From Joe Sperling : Depends on the policy!
13:16:27 From Ada Horsfall Lifematters : Hiring:
Looking to hire self-motivated independent Care Managers in MD/DC & VA.
Looking to hire Friendly Visitors for MD/DC & VA
Ada Horsfall (MD, MBA, MHA,) Director of Care Management at Lifematters. 301-615-0616 ahorsfall@lifemattersusa.com Lifematters is a home care company providing care management, homecare and social engagement concierge services in DC, MD & VA for seniors and adult children.
13:17:00 From Joe Sperling : Some policies have more LTC benefit than the life insurance death benefit.
CURRENT ISSUE
State of MD-DC-VACURRENT ISSUE
PA-NJ-DE.jpg)
.png)
