Free 3-Part Seminar Series Designed for Those with Aging Parents

Don’t miss this evening seminar series curated exclusively to help those with aging parents.

Finally—a series of free programs designed specifically to help children of seniors navigate through the challenging aging process.

Programs take place on three consecutive Tuesday evenings beginning October 10th at 6:30 p.m. Guests are invited to attend all three programs or select the ones that best suit their needs.

Click on the event names below for further information on each program:

Save Yourself the Aggravation: Plan Now, ‘Cause Your Parents Don’t Want To
Tuesday, October 10th
6:30 p.m. (light dinner will be served)
RSVP required: Call 973-276-3070 or click here to send an email.

Navigating Medicare as a Caregiver
Tuesday, October 17th
6:30 p.m. (light dinner will be served)
RSVP required: Call 973-276-3070 or click here to send an email.

Healthy, Wealthy, & Wise: 10 of the Most Common Elder Law Questions
Tuesday, October 24th
6:30 p.m. (light dinner will be served)
RSVP required: Call 973-276-3070 or click here to send an email.

Spring Seminar Series – Meet the Speakers

Don’t miss this series starting on April 26, and continuing for five consecutive Tuesday afternoons.

Plan for a successful future with this special free seminar series!

RSVP for any and all dates by calling 973-276-3070 or click here to send us an email.

Part 1: Choosing a Continuing Care Retirement Community
Tuesday, April 26, 2:00 p.m.
Presented by Karla Traficante, Director of Sales & Marketing, Crane’s Mill

Join Karla Traficante for an impartial look into senior living options. Karla will cover the financial and emotional process of deciding on your retirement living future, along with resources for information, downsizing, support, and more. Karla has many years of experience in all different areas of senior living and is excited to present this program and answer your questions.

Part 2: Emotional Considerations
Tuesday, May 3, 2:00 p.m.
Presented by Bonnie Malajian, LCSW

Bonnie Malajian will lead an interactive discussion about the emotional and psychological considerations that may arise when planning for your retirement. Bonnie is a renowned industry expert and her presentation is not to be missed.

Part 3: Financial Advisor Roundtable
Tuesday, May 10, 2:00 p.m.
Presented by Kostas Koufidis, Certfied Financial Planner, Investment Specialist;Brian D. Singleton J.D., ChFC, CLU, Director of Advanced Markets; John Tumminia, Jr., Financial Services Representative, all of the MetLife Solutions Group.

Get the financial tools you need to begin, or continue, to flourish during your retirement. These three financial experts will hold a roundtable discussion based on your financial needs, including how to keep your funds safely growing throughout your retirement years.

Part 4: Healthy, Wealthy, & Wise: 10 of the Most Common Elder Law Questions
Tuesday, May 17, 2:00 p.m.
Presented by Thomas Murphy, Esq., Eldercare Attorney, The Murphy Law Firm LLC

Join Thomas M. Murphy, Esq., for a discussion of elder law, estate planning, veteran’s aid and attendance pension benefits, advanced directives, long-term custodial care, special needs, guardianship and medicaid planning.

Part 5: Real Estate & Downsizing
Tuesday, May 24, 2:00 p.m.
Presented by two industry experts specializing in senior real estate.

When planning a move, it can be a balancing act of looking ahead to your exciting new home, while dealing with aspects of your old house, including getting top dollar in an ever-changing real estate market, and working on whittling down items you may no longer need. Luckily, the right realtor and downsizer can make all the difference. For instance, a downsizer may be able to help you make decisions on what to keep, donate, or sell, while aslo helping you pack and unpack boxes. Learn more about these important services at this special program.

Elder Law Questions Answered at Recent Crane’s Mill Program

Crane’s Mill recently welcomed Thomas Murphy, Esq., for a special presentation on Elder Law, including answers to top questions he receives in the field.

The following is a recap of this particular presentation and is for informational purposes only. This post does not constitute legal advice. For your personal situation and planning, it is best to contact an attorney.

The main topics from Tom’s presentation included the following:

Crane's Mill couple meets with elder care attorney.

We learned the importance of key planning documents.

Key Planning Documents
Ownership of Assets
Estate Planning

Key Planning Documents

We are all faced with a number of financial and medical decisions throughout our lives. As Tom notes, “we will all have a period of time in which we are disabled and cannot make our own decisions…the only question is will this last one minute or one year?”

In order to make sure our wishes are carried out, it’s important to have documents clearly stating our intentions. It’s equally important that our designees know where to find said documents, as they are not useful if no one knows where to find them.

In general, Tom suggests three key documents for planning: a financial power of attorney, a healthcare power of attorney, and a living will. Contact an attorney to find out which documents are needed for your personal situation.

Ownership of Assets

Tom presented a lively discussion on asset ownership that involved many questions from the audience. What kind of assets are considered “highly appreciated” assets? What do they mean for your future and your estate? How are your bank accounts set up—individual, joint, P.O.D., P.O.A.? The description is important depending on what you specifically want to achieve.

Estate Planning

The third portion of the presentation focused on estate planning. There was a discussion on inheritance tax, and state and federal estate taxes. We learned that the inheritance tax is not applicable to spouses, children, and grandchildren. We also learned that taxes can be paid by the estate or by the person receiving the inheritance, so it’s important to spell out your personal wishes in writing as to how you would like your estate handled.

All in all, it was quite an eye-opening presentation. It got us thinking about our own documents and affairs, and how having everything in order, and continuing to ensure things are in order, can take a real burden off ourselves and our loved ones.

Crane’s Mill Presents Interactive Lecture with Eldercare Attorney

Join us on Tuesday, May 12 for a special program you won’t want to miss!

Visit Crane’s Mill Retirement Community on May 12 for a special program presented by Thomas Murphy, Esq., of the Murphy Law Firm. Mr. Murphy will discuss 10 of the most common elder law questions, plus answer your personal questions and share personal anecdotes.

Topics will include advance directives, trusts, estate planning, and more. This event always draws rave reviews from attendees—don’t miss your chance to attend, reserve your spot today! Tuesday, May 12, 2:00 p.m., Crane’s Mill, 459 Passaic Avenue, West Caldwell. To RSVP, call 973-276-3070. For more upcoming events, stay tuned to www.cranesmill.org and follow us on Facebook.

Crane's Mill Presents Tom Murphy on May 12