Panel Discussion: Long Term Care Planning

Date: Tuesday, February 11, 2020
Time: 7:30am - 9:00am
Location: Watermark Country Club, 5500 Cascade Road SE, Grand Rapids, MI 49546

As our clients (and family members) age, they navigate the complex area of long term care. While the transitions themselves can be challenging, the decisions and planning around this area prove to be even more complex. Our panel of experts will address several areas of planning within this space including the range and types of care available, how to find the right care, the impact of long term care insurance, the evolution of long term care policies, when to consider Medicaid planning, Medicaid annuities, and how to be prepared through the various stages of this major life change. 

PANEL MEMBERS:

Elizabeth Eardley, President, Crossroads Eldercare Planning
When seniors and their families experience an eldercare crisis and suddenly find themselves needing answers, it is not uncommon for their lives to unravel. Elizabeth’s great passion is helping these families to get accurate, quick information on their eldercare options so that these important decisions can be made with confidence and clarity. As Founder and President of Crossroads Eldercare Planning, Elizabeth’s mission is to be on the front lines of the eldercare industry and to stay very knowledgeable so that she can educate families in a clear, concise and thorough manner on their choices for eldercare. Elizabeth’s goal is to never have a family look back and say, “if only I had known…”. Elizabeth is a lifelong resident of Grand Rapids, an enthusiastic MSU Spartan, and lives in Grand Rapids with her two teenage sons and her black lab. She is on the board of the Council on Aging, the West Michigan Healthcare Network, and Senior Neighbors.

Steven Gibson, CFP, Plante Moran 
Steve is a wealth transfer specialist in the wealth management practice at Plante Moran in Chicago. He is known for helping high-net-worth clients develop financial planning strategies that maximize the transfer of wealth to the next generation, as well as the supporting of charitable causes. With over 15 years of experience, Steve specializes in estate planning, business succession strategies, and complex life insurance planning. He also helps families develop a plan on how to effectively and efficiently transfer wealth with as little cost and the greatest leverage to meet their goals. Steve holds a BSB in finance from the Carlson School of Management University of Minnesota.

Catherine Jacobs, Senior Council, Warner Norcross & Judd
Catherine provides comprehensive estate and succession planning for individuals, families and businesses. She owned and operated her own law firm for seven years where she helped families plan for their future, provided elder law planning services in the areas of Medicaid qualification, and assisted clients with loved-ones with special needs in addition to her core trust and estate planning services. A well-respected advocate, Catherine still approaches her business the same way – with a deep understanding of clients’ needs and a plan for their future and beyond. She regularly speaks on topics of estate and succession planning, elder law and special needs care all over the state of Michigan for associations, foundations and universities. Catherine also devotes numerous hours and resources to serving on community boards and committees for Elder Law of Michigan, Ada Township, Senior Neighbors Grand Rapids, Caregiver Resource Network, the Council on Aging and Forest Hills Community Foundation. 

Registration and Breakfast: 7:30am
Panel Discussion: 8:00am - 9:00am

Please contact Jeanna Post at admin@westernmichiganepc.org with questions.

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