Social Security Benefits: Ask the Expert Luncheon

Tim Barnaba photo

Confused by Social Security benefits? Tim Barnaba -adjunct professor and teacher of “Understanding Medicare & Social Security” at CCBC – will help us understand the options.

Tuesday, April 9th, 12pm
David Chu’s China Bistro
7105 Reisterstown Road

Lunch is free, but registration is required by April 2 to AskTheExpert@sollevinson.com or 410-653-8900. Kosher dietary rules observed.

Tips for Cleaning a Relative’s Home, Downsizing for a Move, or Decluttering to Help Your Family

CleaningHouse

Have you ever faced the overwhelming challenge of cleaning out a loved one’s home for a move to a smaller place or a nursing home, or felt rushed to do this after their death?

It can seem insurmountable, especially if you are grieving their death or juggling their healthcare needs, as well as your own family and work life. Several recent articles provide suggestions and resources for these situations, as well as tips for decluttering your own home so that this burden does not fall on your own children.

  • Cleaning out a relatives home: Many people have heard of Marie Kondo, or the KonMari Method, where you go through all of your items and consider whether they “spark joy.” This is a helpful method for going through someone else’s items to make hard decisions. Check out this article for suggestions on how to follow this approach. Some people also choose to contact a home or estate clean-out company to help handle this task.
  • Cleaning out your own home:
    • Marie Kondo also promotes her method to encourage people to clean up their homes before someone else has to do it for them. Tips for going through the process with your own items using this approach can be found in this article.
    • Another approach comes from a book titled “The Gentle Art of Swedish Death Cleaning,” which some people find less daunting than the KonMari Method. It may sound like an odd title, but it is a straight-forward and often funny book by Margareta Magnusson that provides encouragement and tips for people who may be downsizing. It is also beneficial to those who are point in their life where they want to reevaluate their possessions and how they want to ease the burden on their own children. This article talks about her approach, which involves taking your time to gently regard the objects in your home, consider their value to you and your family beyond just their nostalgic value, and make decisions based on that.
  • Paperwork: One other suggestion for cleaning up that Sol Levinson & Bros. can be of assistance with is tackling paperwork. We have experienced firsthand the dread in people’s voices when they realize they have to go through someone’s whole office – or even just a file cabinet – to find important details about wills, birth certificates, insurance policies, and bank accounts. That’s why when you come in to discuss Advance Planning with us we provide you with a personalized resource called the Levinson’s Advance Planning Guide. This guide contains a simple, easy-to-find space to write down all the important information for your family. It’s kind of like a summary of your personal affairs. The added benefit is that we also gather important information ahead of time, and ask you the questions we need to so that your family does not have to also be burdened with those tasks at the time of your death. There is no charge for our time to meet with you and there is no obligation to pre-pay (though that is yet another thing you could do for your family ahead of time to make things easier on them).

Whichever cleaning method you choose, be sure to let family know in case they want a particular item you may not have been aware of. If you would like to make an appointment to meet with us and get your personalized Levinson’s Advance Planning Guide, please don’t hesitate to give us a call at 410-653-8900 or use our Online Appointment Scheduler to pick a time that works for you.

Medicare Supplement: Ask the Expert Luncheon in Ellicott City

Tim Barnaba photo

Tuesday, January 15
12pm
Eggspectation, Ellicott City

Join us to learn about Medicare Supplement from Tim Barnaba, adjunct professor and teacher of “Understanding Medicare and Social Security” at CCBC, and Founder and President of Barnaba Insurance & Financial Services.

Eliza Feller, Levinson’s Director of Advance Planning, will briefly discuss the benefits of the Levinson’s Advance Planning Guide.

A vegetarian/fish meal will be served. No fee to attend. Attendance by reservation only. Space is limited.

Registration is required by January 7 to AskTheExpert@sollevinson.com or 410-653-8900.

Caregiver Challenges & Resources Luncheon

Join us for this informative presentation by Jewish Community Services, to cover the challenges facing those who care for aging family members and learn about helpful resources to ease this burden.

Eliza Feller, Levinson’s Director of Advance Planning, will briefly discuss the benefits of the Levinson’s Pre-Planning Guide.

Tuesday, December 11, 2018
12pm
Tark’s Grill, 2360 W Joppa Rd #116, Lutherville-Timonium

A vegetarian/fish meal will be served. No fee to attend. Attendance by reservation only. Space is limited.

RSVP by November 23 to Levinson’s via:
410-653-8900 or AskTheExpert@sollevinson.com

Healthy Living for Your Brain & Body: Columbia Luncheon

Physical health & exercise, diet & nutrition, cognitive activity, and social engagement – join us to hear from a representative of the Alzheimer’s Association who will provide the latest research on how to live a full, vibrant, healthy life.

Eliza Feller, Levinson’s Director of Advance Planning, will briefly discuss the benefits of the Levinson’s Pre-Planning Guide.

Thursday, November 8, 2018
12pm
Victoria Gastro Pub
8201 Snowden River Pkwy, Columbia, MD

A vegetarian/fish meal will be served. No fee to attend. Attendance by reservation only. Space is limited.

RSVP by October 23 to Levinson’s via:
410-730-7230 or AskTheExpert@sollevinson.com

Life Happens: Jewish Perspectives on Aging and Planning for the Future

Life HappensThe Gordon Center for the Performing Arts
3506 Gwynnbrook Avenue, Owings Mills, MD, 21117
Tuesday, Oct. 30
6:30-8:30 p.m.

SPEAKERS:

Rabbi Dana Saroken, Beth El Congregation
Deborah Hamburger, Esq., Volunteer Coordinator, Jewish Community Services

THE DISCUSSION WILL COVER:
Jewish perspectives on aging and end of life.
Planning for financial, medical and end-of-life matters with loved ones.

Learn how to create a comprehensive binder for your family members that will provide them with all the useful information they will need in the event of your death or other emergency.

Attendance is free and open to the community. To register for this session, visit lifebridgehealth.org/lifehappens or call 410-601-WELL.

This event is co-sponsored by Sol Levinson & Bros., Inc., Jewish Community Services, the Jewish Community Center of Baltimore, Lifebridge Health, Edward A. Myerberg Center, and North Oaks.

Know the 10 Signs of Alzheimer’s: Early Detection Matters

Know the 10 Signs of Alzheimer’s: Early Detection Matters

StockSnap_28QNKCAHLMAsk the Expert Luncheon

Tuesday, October 16, 12pm

Linwoods, 25 Crossroads Dr, Owings Mills

Join us for this informative presentation by the Alzheimer’s Association. We will also briefly review the benefits of Levinson’s Advance Planning Guide. A vegetarian/fish meal will be served.

 

This program is designed to:

  • Provide compelling information about Alzheimer’s disease
  • Provide testimonies from families living with the disease
  • Encourage early detection, early diagnosis and early intervention
  • Provide information on knowing the difference between age-related memory loss and dementia
  • Provide answers on what to do when you or someone you know exhibit signs of Alzheimer’s disease

 

Lunch is free but registration is required by October 9 to AskTheExpert@sollevinson.com or 410-653-8900

Family Caregiver Resources

StockSnap_28QNKCAHLMAccording to the National Alliance for Caregiving, nearly 72% of families are providing care for adults who are 50 or older. That number will continue to grow as our baby boomer generation ages. Being a caregiver can be a daunting undertaking, but here is an article from Hadassah about the importance of caregivers taking care of themselves. There has even been publicity recently about Millenials becoming caregivers.

Here are some links to some resources that we hope you will find helpful:

Medicaid Spend-down: Ask the Expert Luncheon

  • What is Medicaid spend-down?
  • Is it for me?
  • How do I spend down my assets in an acceptable way?

Join us to hear from Jason Frank, Esq., professor of Elder Law at University of Baltimore Law School, Towson University, The Johns Hopkins University, the MSBA Continuing Education Program, and the University of Maryland School of Law.

Eliza Feller, Levinson’s Pre-Planning Manager, will briefly discuss the benefits of the Levinson’s Pre-Planning Guide.

Tuesday, June 12
12-1pm
Eggspectation
10209 Grand Central Ave #126, Owings Mills

A vegetarian/fish meal will be served. No fee, but attendance is by reservation only.

Space is limited. RSVP by Friday, June 8 to Sol Levinson & Bros. via 410-653-8900 or AskTheExpert@sollevinson.com

Healthy Living for Your Brain and Body: Ask the Expert Luncheon

Physical health & exercise, diet & nutrition, cognitive activity, and social engagement – join us to hear from a representative of the Alzheimer’s Association who will provide the latest research on how to live a full, vibrant, healthy life.

Eliza Feller, Levinson’s Pre-Planning Manager, will briefly discuss the benefits of the Levinson’s Pre-Planning Guide.

Tuesday, May 15, 2018
12-1pm
Linwoods
25 Crossroads Drive, Owings Mills

A vegetarian/fish meal will be served. No fee to attend. Attendance by reservation only. Space is limited.

RSVP by Monday, May 7
to Levinson’s via:
410-653-8900 or AskTheExpert@sollevinson.com