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DTSTART;TZID=America/Chicago:20250401T080000
DTEND;TZID=America/Chicago:20260401T080000
DTSTAMP:20260525T150021
CREATED:20260417T161617Z
LAST-MODIFIED:20260417T162536Z
UID:157-1743494400-1775030400@seniortruthseries.com
SUMMARY:April 2025: Passing it on - Smart Legacy Planning
DESCRIPTION:Passing It On: Smart Strategies For Your Legacy\nYour legacy planning matters. That’s why protecting your assets\, avoiding probate\, and staying in control ensures you leave a legacy that lasts for generations. Let’s make a plan to ensure your loved ones aren’t left guessing. Senior Truth Series brought together a panel of expert estate planning attorneys and financial advisors to help guide you through smart strategies to pass on wealth\, businesses\, and digital assets.  \nPreparing Your Legacy for the Next Generations\nEvery person eventually deals with the topic of how to plan ahead so your legacy is clear\, protected\, and aligned with your values. We brought together estate planning attorneys\, financial advisors\, and an elder law specialist to highlight key decisions that come with aging\, caregiving\, and end-of-life planning. \nJulie kicked things off by sharing why this topic has felt especially close to home. Between caring for aging parents and watching her grandmother reach nearly 101 years old\, she reminded the group that planning ahead isn’t just a nice idea\, it’s something that can save your family from confusion and stress later on. \nMeet the Panel\n\nMike Fischer\, estate planning attorney with Payne & Jones\nMoren Lester\, elder law attorney with Complete Estate & Probate\nNathan Haskins and Melinda Parks\, financial advisors with Free State Advisors\n\nJulie compared each expert role to a triangle; legal\, financial\, and long-term care support are all needed to work together across four main life stages: your working years\, retirement\, long-term care\, and the transfer of assets after death. \nKey Legacy Planning Details \n\n Wills vs. Trusts and Why It Matters\n\nA will goes through probate court\, which can take time and may complicate things for your family\, while a trust can help avoid that process. He also talked about the importance of naming someone you trust as your financial and healthcare power of attorney\, not just thinking about who gets what. \nDon’t wait until something goes wrong to get these documents in place. Once they’re finished\, you can rest a little easier. \n\n Financial Planning Isn’t Just for the Wealthy\n\nWhether you’re working\, nearing retirement\, or already retired\, having a plan helps you make smart decisions and prepare for the unexpected. A typical plan includes elements like income\, investments\, taxes\, estate planning\, and insurance. \nDifferent types of accounts transfer differently after death. For example\, IRAs are taxed when passed to children\, while brokerage accounts can get a step-up in value. These are the kinds of things that can either save your family money or cost them more than expected\, depending on how you set things up. \n\n Elder Law Helps When Life Takes a Turn\n\nAround 70%of people will need some form of long-term care\, which usually means hands-on help for more than 100 days. That care is expensive and often arrives sooner than expected. \nSometimes the unexpected occurs\, like a fall\, a diagnosis\, or a spouse can no longer be a caregiver\, which leads to new problems like figuring out how to cover costs\, what benefits are available\, and what legal updates might be needed. Asset protection trusts help you plan at least five years ahead so your family has more options. \nAdditional Legacy Financial Planning Tips\n\n The Importance of the “Team Approach”\n\nNo one professional covers everything. Estate attorneys\, financial planners\, and elder law specialists all bring different expertise\, and working together is critical\, especially as someone moves from working years to retirement\, into long-term care\, and eventually passing on assets. \n\n How Different Assets Transfer at Death\n\nNot all assets pass the same way. For example: \n\nIRAs and 401(k)s are taxable to heirs and must be withdrawn within 10 years.\nBrokerage accounts receive a step-up in basis\, eliminating capital gains at death.\nReal estate can be passed via Transfer on Death (TOD) deeds\, but this comes with risks if not handled carefully.\n\n\n Transfer-on-Death (TOD) and Pay-on-Death (POD) Pitfalls\n\nWhile these tools are popular\, we caution that they can unintentionally cause disputes. Naming one child to receive the house through a TOD deed\, with the “understanding” they’ll share proceeds\, is not legally binding. \n\n The Role of Powers of Attorney\n\nHaving up-to-date durable powers of attorney\, such as for finances and healthcare\, is non-negotiable. These documents allow someone you trust to step in when you can’t act on your own behalf. \n\n When to Talk to a Financial Planner or Elder Law Attorney\n\nYou don’t need to be wealthy or in crisis to benefit from help: \n\nFinancial planning is for anyone with income and goals\nElder law is useful before a crisis hits\, especially if you’re 5+ years out from needing care\nEstate planning is important even in your 20s\, especially if you have children or specific wishes\n\n\n Medicaid Planning & the Five-Year Look-Back Rule\n\nLong-term care planning can preserve assets\, but only if done early enough. The five-year look-back rule means families must plan ahead to qualify for Medicaid without penalties. \n\n Emotional Readiness & Family Dynamics\n\nMost of the work you put in comes down to relationships and clarity. Misunderstandings about “who gets what” or unspoken assumptions about caregiving responsibilities often cause tension that benefit no one. \nFinal Thoughts on Passing the Torch\nStart your legacy talks early. The rules are complicated and intention matters\, so iron out the details well in advance to minimize confusion. When seeking help\, build a team you trust and feel comfortable talking to. If you haven’t looked at your estate documents in a while\, it may be time to dust them off and review them again. Finally\, it’s ok to plan for the ideal situation\, but you should also prepare for the unexpected. Life has a funny way of surprising us when we least expect it.
URL:https://seniortruthseries.com/sts-event/april-2025-passing-it-on-smart-legacy-planning/
CATEGORIES:Past Events
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260226T103000
DTEND;TZID=America/Chicago:20260226T120000
DTSTAMP:20260525T150021
CREATED:20260402T161356Z
LAST-MODIFIED:20260417T165702Z
UID:125-1772101800-1772107200@seniortruthseries.com
SUMMARY:Understanding Parkinson's: Living Well with Parkinson’s Disease
DESCRIPTION:Time & Location\nFeb 26\, 2026\, 10:30 AM – 12:00 PM \nLenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS 66215\, USA \nAbout the event\nParkinson’s disease affects millions of individuals and families\, and learning what to expect—and what support is available—can make all the difference. \nJoin us for February’s Senior Truth Series seminar\, Understanding Parkinson’s\, featuring trusted local experts and inspiring personal stories from those living with Parkinson’s. \nYou’ll hear from leaders in Parkinson’s education\, therapy\, and wellness\, including: \n\nKirsten Brewer with the Parkinson’s Foundation\, sharing resources and support for individuals and care partners\nSarrisa Curry\, President and Co-Founder of the Parkinson’s Exercise and Wellness Center (PEWC)\, discussing Parkinson’s disease\, therapy options\, common challenges\, and community-based support.\n\nBlake Spanjer\, OTD\, OTR/L\, highlighting how occupational therapy can help individuals maintain independence and live well with Parkinson’s
URL:https://seniortruthseries.com/sts-event/understanding-parkinsons-living-well-with-parkinsons-disease/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260326T103000
DTEND;TZID=America/Chicago:20260326T120000
DTSTAMP:20260525T150021
CREATED:20260326T161900Z
LAST-MODIFIED:20260417T163731Z
UID:159-1774521000-1774526400@seniortruthseries.com
SUMMARY:Emergency Prep & Home Safety
DESCRIPTION:Time & Location\nMar 26\, 2026\, 10:30 AM – 12:00 PM \nLenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS 66215\, USA \nAbout the event\nEmergencies can happen when we least expect them\, such as a fall at home\, a medical crisis\, or a safety concern in the community. Being prepared ahead of time can make all the difference. \nThis month’s Senior Truth Series seminar will focus on practical ways older adults and their families can improve safety at home and feel more confident in emergency situations. We’ll discuss steps you can take to prevent accidents\, plan ahead for urgent events\, and understand what happens when first responders are called. \nOur panel of trusted professionals: \nJoe Folsom\, Captain/PIO – Johnson County MED-ACT \nOfficer Justin Shephard – Overland Park Police Department \nJacob Peabody – Discover Strength
URL:https://seniortruthseries.com/sts-event/emergency-prep-home-safety/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260423T103000
DTEND;TZID=America/Chicago:20260423T120000
DTSTAMP:20260525T150021
CREATED:20260402T151240Z
LAST-MODIFIED:20260417T200351Z
UID:118-1776940200-1776945600@seniortruthseries.com
SUMMARY:Navigating Grief & Loss Later in Life
DESCRIPTION:Grief and loss are a natural part of life\, but that doesn’t make them easy. Whether you’re caring for a loved one\, supporting a spouse\, or navigating loss within your family\, the emotional weight can feel overwhelming and\, at times\, isolating. \nJoin us for an open and honest conversation about navigating grief and loss later in life. This month’s panel brings together compassionate professionals who understand both the personal and practical sides of loss. Together\, we’ll explore ways to cope\, find support\, and move forward with intention—without minimizing the depth of what you’re experiencing. \nYou’ll hear from: \n\nRhonda Osborn\, End-of-Life Duola\, founder of This One Life\nHeather Schaller\, Funeral Pre-planning Director\, Penwell-Gabel\nSteve Graf\, Grief Group Facilitator\n\nIn this seminar\, we’ll discuss: \n\nThe different ways grief shows up for caregivers\, spouses\, and adult children\nHow to support others while also caring for yourself\nHealthy ways to process loss and find meaning after difficult transitions\nResources and support systems available in the Kansas City area\n\nThis is a safe\, supportive space to learn\, reflect\, and connect with others who understand. As always\, no sales pitch—just real conversations and helpful guidance. \nCost: Free — open to all \nStay empowered. Stay informed. Stay safe.
URL:https://seniortruthseries.com/sts-event/navigating-grief-loss-later-in-life/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
CATEGORIES:Past Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260528T103000
DTEND;TZID=America/Chicago:20260528T120000
DTSTAMP:20260525T150021
CREATED:20260402T182335Z
LAST-MODIFIED:20260417T200453Z
UID:126-1779964200-1779969600@seniortruthseries.com
SUMMARY:A Guide to Safe Driving in Your 80’s
DESCRIPTION:Staying behind the wheel means independence\, confidence\, and connection—but how do you know when it’s still safe to drive? \nJoin us for a thoughtful and practical conversation about driving later in life. We’ll talk about how to recognize changes that can affect driving\, ways to stay safe on the road\, and how to plan ahead for the day when driving may no longer feel like the best option. \nYou’ll also learn about transportation alternatives and resources that can help you stay active\, engaged\, and connected—no matter what your driving future looks like. \nWhether you’re asking these questions for yourself or for someone you love\, this seminar will offer guidance\, reassurance\, and real-life solutions in a supportive\, no-pressure environment. \nCost: Free — open to all \nStay empowered. Stay informed. Stay safe.
URL:https://seniortruthseries.com/sts-event/a-guide-to-safe-driving-in-your-80s/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260625T103000
DTEND;TZID=America/Chicago:20260625T120000
DTSTAMP:20260525T150021
CREATED:20260522T190013Z
LAST-MODIFIED:20260522T190909Z
UID:238-1782383400-1782388800@seniortruthseries.com
SUMMARY:Putting the Right Plans in Place: Financial\, Legal\, and Care Decisions That Protect Your Future
DESCRIPTION:Planning ahead can provide peace of mind and protect your independence as you age. Join us for an informative discussion on the essential financial\, legal\, and care decisions that can help safeguard your future. Learn about estate planning\, powers of attorney\, long-term care considerations\, financial strategies\, and advocacy resources so you can make informed choices with confidence. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/putting-the-right-plans-in-place-financial-legal-and-care-decisions-that-protect-your-future/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260723T103000
DTEND;TZID=America/Chicago:20260723T120000
DTSTAMP:20260525T150021
CREATED:20260522T191110Z
LAST-MODIFIED:20260522T191123Z
UID:240-1784802600-1784808000@seniortruthseries.com
SUMMARY:Your Next Chapter at Home: Exploring Housing and Equity Options
DESCRIPTION:Your home should support your life—not complicate it. Join us for a practical conversation about housing choices for older adults\, including aging in place\, downsizing\, senior communities\, and creative ways to use home equity to create more freedom and confidence. Learn how thoughtful planning can open doors for your next chapter. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/your-next-chapter-at-home-exploring-housing-and-equity-options/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260827T103000
DTEND;TZID=America/Chicago:20260827T120000
DTSTAMP:20260525T150021
CREATED:20260522T191947Z
LAST-MODIFIED:20260522T191947Z
UID:242-1787826600-1787832000@seniortruthseries.com
SUMMARY:Making Sense of ‘All the Stuff’: Organizing\, Selling\, and Donating with Confidence
DESCRIPTION:Feeling overwhelmed by decades of belongings? This seminar offers practical guidance on decluttering\, organizing\, donating\, selling\, and preparing for a move with less stress. Discover expert strategies\, helpful resources\, and step-by-step solutions for simplifying your home and your life. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/making-sense-of-all-the-stuff-organizing-selling-and-donating-with-confidence/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260924T103000
DTEND;TZID=America/Chicago:20260924T120000
DTSTAMP:20260525T150021
CREATED:20260522T192109Z
LAST-MODIFIED:20260522T192109Z
UID:244-1790245800-1790251200@seniortruthseries.com
SUMMARY:Understanding Senior Living Options: What to Know Before You Decide
DESCRIPTION:Choosing the right senior living option can feel overwhelming. Learn the differences between independent living\, assisted living\, memory care\, and continuing care communities. We’ll discuss costs\, services\, lifestyle considerations\, and how to make informed decisions before a crisis occurs. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/understanding-senior-living-options-what-to-know-before-you-decide/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261022T103000
DTEND;TZID=America/Chicago:20261022T120000
DTSTAMP:20260525T150021
CREATED:20260522T192246Z
LAST-MODIFIED:20260522T192246Z
UID:246-1792665000-1792670400@seniortruthseries.com
SUMMARY:Peaceful Transitions
DESCRIPTION:Preparing for life’s final chapter involves more than paperwork. This thoughtful seminar explores financial planning\, emotional preparation\, legacy conversations\, and practical steps that can help individuals and families navigate future transitions with clarity and peace of mind. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/peaceful-transitions/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261126T103000
DTEND;TZID=America/Chicago:20261126T120000
DTSTAMP:20260525T150021
CREATED:20260522T192353Z
LAST-MODIFIED:20260522T192353Z
UID:248-1795689000-1795694400@seniortruthseries.com
SUMMARY:Tech Tips & Scam Smarts
DESCRIPTION:Technology can simplify life—but it can also create new risks. Learn practical tech tips\, digital tools\, and scam prevention strategies designed specifically for older adults. Gain confidence using modern technology while protecting yourself from fraud. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/tech-tips-scam-smarts/
LOCATION:Lenexa Old Town Activity Center\, 9301 Pflumm Rd\, Lenexa\, KS\, 66215\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261217T103000
DTEND;TZID=America/Chicago:20261217T120000
DTSTAMP:20260525T150021
CREATED:20260522T192512Z
LAST-MODIFIED:20260522T192512Z
UID:250-1797503400-1797508800@seniortruthseries.com
SUMMARY:The Little Things That Make a Big Difference
DESCRIPTION:End the year inspired with simple ideas that can improve daily life\, health\, connection\, and joy. This uplifting seminar focuses on small but meaningful habits\, resources\, and mindset shifts that can lead to greater well-being in the year ahead. \nCost: Free — open to all
URL:https://seniortruthseries.com/sts-event/the-little-things-that-make-a-big-difference/
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