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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:
Your mom should speak with her tax person. There is also a lot on IRS site if you google IRS information for seniors.
I do know that basically if you hire a "baby sitter" for your child when you go out for a few huors at night, you don't need to report by issuing W-2s. Sitter is considered not a caregiver. A nanny IS.
However, if this is any substantial amount going out, then it can't also be considered as gifting for any 5 year Medicaid lookback in future, so it isn't something you can be "wrong" about. Call IRS regarding this; long wait but they are very nice. Or contact a CPA for this question. Would likely answer it free of charge.
If each person's pay is less than $600 totally in a single year, then no one needs to report it as income regardless of how they are paid (cash, check, Venmo, PayPal, bank transfer).
FYI if you pay them in cash make sure to have them sign and date a receipt for the cash, the amount and what it was for (and you keep this original).
The friends need to understand that if it exceeds $600 then they have to report it at their end because your Mom will be submitted a 1099. Your Mom will need their main physical address and SSN. Then your Mom needs to get the form to them before the end of January of the next tax year (so Jan 31, 2025 for wages paid in 2024). Whoever is managing your Mom's bills will need to keep track. Otherwise you can hire an online bookkeeping service, or check into Care.com which offers this specifically for caregivers.
Good advice here: talk to tax person. If it were me and a 'now and then' situation, I would do in green. Of course checks can be tracked.
* It may also depend on what the friend is doing. As these are 'friends,' there hopefully won't be issues although if you start to ask outsiders - people that your mom doesn't know, then it may be very different (i.e., church people, volunteers from a college or a 'friend of a friend' - word of mouth referrals.
However, do consider if the friend trips or falls / has an accident - and wants your mom to cover costs. There may be liability issues although perhaps I am over-thinking it. Does your mom have insurance?
You mght want to google "what is the difference between a friendly visit and a caregiver? and see what pops up. (Or words along those lines) ... or "I am responsible financially if a friend falls in my apartment? If could happen to anyone.
Gena, the problem with paying in cash is that those withdrawals are still obvious on her bank statements, unless she has had a stash of cash in her house for a while. The Medicaid app requires copies of her bank statements.
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.
There is also a lot on IRS site if you google IRS information for seniors.
I do know that basically if you hire a "baby sitter" for your child when you go out for a few huors at night, you don't need to report by issuing W-2s.
Sitter is considered not a caregiver. A nanny IS.
However, if this is any substantial amount going out, then it can't also be considered as gifting for any 5 year Medicaid lookback in future, so it isn't something you can be "wrong" about.
Call IRS regarding this; long wait but they are very nice.
Or contact a CPA for this question. Would likely answer it free of charge.
FYI if you pay them in cash make sure to have them sign and date a receipt for the cash, the amount and what it was for (and you keep this original).
The friends need to understand that if it exceeds $600 then they have to report it at their end because your Mom will be submitted a 1099. Your Mom will need their main physical address and SSN. Then your Mom needs to get the form to them before the end of January of the next tax year (so Jan 31, 2025 for wages paid in 2024). Whoever is managing your Mom's bills will need to keep track. Otherwise you can hire an online bookkeeping service, or check into Care.com which offers this specifically for caregivers.
If it were me and a 'now and then' situation, I would do in green.
Of course checks can be tracked.
* It may also depend on what the friend is doing. As these are 'friends,' there hopefully won't be issues although if you start to ask outsiders - people that your mom doesn't know, then it may be very different (i.e., church people, volunteers from a college or a 'friend of a friend' - word of mouth referrals.
However, do consider if the friend trips or falls / has an accident - and wants your mom to cover costs. There may be liability issues although perhaps I am over-thinking it. Does your mom have insurance?
You mght want to google "what is the difference between a friendly visit and a caregiver? and see what pops up. (Or words along those lines) ... or "I am responsible financially if a friend falls in my apartment? If could happen to anyone.
Gena / Touch Matters