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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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I acknowledge and authorize
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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
Does she have a will? If assets are moved to a trust probate is normally avoided. Consult an elder law attorney. Are POA's in place? Are they standing or springing POA's?
Thank You. I will tell her. She is new or just facing reality, that things need to be done now....I think they have a living trust, I will tell her to contact an elder law attorney, as I really dont need to be involved, and have enough on my plate. I will suggest to her to view this website. It has been so helpful for me.....
Just one piece of general advice where wills, avoiding probate, etc. are concerned (learned the hard way) - there are all kinds of strategies to avoid probate, BUT can you trust everyone involved in the plans? One thing a lawyer told me: probate may cost, but if you cannot trust the people involved to follow the plan, then probate at least is done under court supervision and you will likely have things turn out as you intended. I've seen people so keen to save a few bucks (relatively) that they create a nightmare. They know all about money but they have no people sense.
If you are the only child, you avoid probate for accounts, and CDs by having your name added and made co-owner with right of survivorship if your mother is competent to make these changes.
State limits on probate vary, but let's say your state is $50,000 and mom owns a house. That alone would be enough to trigger probate proceedings. They really need to sit down with an estate attorney, one that the mom trusts.
Probate isn't always needed. So much of all this depends on what type of assets they have at death, and how they might need to be distributed. Probate all in all is really not expensive if it avoids significant problems later on. Personally I think probate is good to do as it provides clear & definite legal standing on the deceased assets. The cost and time isn't that much if you have done the basic legal before (DPOA, MPOA, will, codicil,etc) & keep all paperwork on assets & debt somewhat current.
Now for bank accounts, they can do all their accounts to be POD - pay on death. Those are outside of probate. The parent will need to be obviously competent to do this at the bank. They will need to go to the bank to do the paperwork, present their ID, etc. If they are doing several accounts, you should fully expect a bank officer to meet with them solo in their office - to make sure that they know what their doing means. If they can't do this because they have dementia, then it's too late to do this approach.
Crowe - I'm not sure if POD are a totally different creature than right of survivorship?
Now keep in mind that IF they are on Medicaid and they have a home, Medicaid will have to file an intent to do an estate recovery on all assets.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
(DPOA, MPOA, will, codicil,etc) & keep all paperwork on assets & debt somewhat current.
Now for bank accounts, they can do all their accounts to be POD - pay on death. Those are outside of probate. The parent will need to be obviously competent to do this at the bank. They will need to go to the bank to do the paperwork, present their ID, etc. If they are doing several accounts, you should fully expect a bank officer to meet with them solo in their office - to make sure that they know what their doing means. If they can't do this because they have dementia, then it's too late to do this approach.
Crowe - I'm not sure if POD are a totally different creature than right of survivorship?
Now keep in mind that IF they are on Medicaid and they have a home, Medicaid will have to file an intent to do an estate recovery on all assets.