Long-term care (LTC) refers to a range of services and support that help you perform everyday activities. These workshops will review services and documents you need to plan for your LTC care.
Advance Care Planning
Understand who needs estate planning assistance, the documents included and their purpose as well as how to make certain your healthcare choices are communicated to your loved ones and healthcare professionals. A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, Estate Taxes and Estate Administration will be covered.
Estate and Advance Care Materials and Presentation Slides
Recording
Legal Estate Planning Considerations
This video is the recording of a webinar on "Legal Estate Planning Considerations," which was hosted by the UC Berkeley Retirement Center on Monday, 6/17/24. Attorney Sara Diamond, an expert on this topic, provided an introduction to the topic. Sara is a member of ARAG, the UC legal insurance plan (https://ucnet.universityofcalifornia.edu/benefits/home-family/legal/). She can be reached via her website https://www.saradiamondattorney.com/.
Recording: https://studio.youtube.com/video/DDRNibRku5A/edit
Growing Older in Your Home
This mini-presentation via zoom on "Growing Older in Your Home" presented by Cary Sweeney, Gerontologist, Director of the Retirement Center on May 14, 2020, is based on one of the classes offered as part of the "Taking Charge of Your Future: Planning for Long-term Care Course." The presentation slides can be found here.
Presentation description: According to AARP, nearly 90% of adults age 65+ want to stay in their current home and community as they age. This mini-presentation will review considerations for staying in your home weighing out the pros and cons of each and considering the cost.
Taking Charge of Your Future: Planning for Long-Term Care Course
The best time to think about long-term care is before you need it!
This 6-part in-person series was designed to help retirees and their families, as well as staff and faculty currently working, learn about a variety of considerations to meet health or personal care needs during a short or long period of time. Sessions were 2 hours each.
The series dives a little deeper into each topic through individual sessions. Ideally participants should plan to attend the entire series. That being said if able to attend a majority of the sessions, participants are encouraged to sign up. Cary Sweeney, Director of the Retirement Center, Gerontologist, serves as the moderator for the series. Following each session participants is be given a simple reflection exercise from the AARP Planning for Long-term Care Resource Guide (Worksheet starting on page 35). The first 15-20 min of sessions 2-4 will includes discussion among the group related to the reflection exercise assigned at the last session.
Taking Charge of Your Future: Planning for Long-Term Care Course Curriculum
Links to slides, handouts and resources from the course are found here.
| Aging in Your Home | According to AARP, nearly 90% of adults age 65+ want to stay in their current home and community as they age. This workshop reviews considerations for staying in your home (e.g. home modifications, transportation, finances, community and programs like the “village” concept), weighing out the pros and cons of each and considering the cost. Presenter: Cary Sweeney, MS, Gerontology | |
| Home Care and Care Management | Learn about the resources needed to be proactive in planning your retirement to help ensure you can age in place. Included in the discussion are topics on geriatric care management, non-medical (private pay) home care, community support services, transportation, as well as the associated costs. This session is taught by a guest lecturer, Geriatric Care Manager. | |
| Senior Housing Options | Are you considering on moving into a retirement community and would like to better understand the options? This workshop reviews the difference between the various senior living communities (e.g. independent living, senior (age restricted) apartments, continuing care communities or “life care,” assisted living, skilled nursing), what they cost, and the types of questions to ask. Presenter: Cary Sweeney, MS, Gerontology | |
| Estate Planning | Understand who needs estate planning assistance, the documents included and their purpose, estate taxes, retirement accounts, and the attorney-client relationship. A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, and Estate Administration are covered. This session is taught by a guest lecturer, Estate lLwyer. | |
| Budgeting for Long-Term Care |
Learn how to create a budget to help make decisions about your LTC, including understanding the various types of expenses in long-term care, review cases of how clients made their decisions about long term care and learn the importance of having an advocate. Presenter: Julie Menack, CMC, CLPF (Care Manager Certified/Aging Life Care Manager, California Licensed Professional Fiduciary) |
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| Next Steps: Conversations about Community and Care |
Hear from a panel of experts and Ashby Village members who will share their ideas and experiences for gaining support in your community and care. |