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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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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.
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A POA may be paid as the agent of the person assigning/requesting that you act as POA. I would do it that way. Then it is legal, it won't be considered as "gifting" by anyone doing a lookback for Medicaid or for any other reason, and everything is then aboveboard. Some people accept payment for acting as executor or as trustee, also. Because you are responsible for keeping careful records as a POA I would think that a "gift" you pay yourself out of someone else's funds could be called into question. There may be a time the person is unable to remember saying they made you this gift; they may have family swoop in and accuse you of fraud. Just saying, do it right and then you never have to worry about it. Fiduciaries appointed by the court are always paid. It isn't wrong to get reimbursed for all this work, but it is better to do it right.
That’s good info. So many posts regarding POA seem to be family caring for family and doing it out of love or duty. I had not considered this aspect. It’s good to know for myself as I have no close family and have been thinking about who I could ask to do this. It’s like having an agent or manager.
I would think that depends greatly on how much cash they want to give/gift you and how much they can afford to give/gift you. I also would think it depends on if they are competent or not. Are you currently acting as their POA ? And is it POA for both Health and Financial affairs?
OK, just read your profile (should have done that sooner) and since you are taking a lot of time caring for them and you are transporting them to appointments they could pay you as a caregiver. I would have a contract written and detail what you are doing, what you will do and how much you charge per hour. Check with a few agencies in your area to come up with a $$ amount per hour. And you can also charge them for mileage. This would not be a gift and should not be a problem later on
I would be very cautious about accepting cash gifts from them. Depending on their overall financial resources, their age and their health they may need to apply for Medicaid to afford residency in a facility for AL, LTC or MC. In some states the Medicaid application look-back period is 5 years. Gifting could delay or disqualify them. What state are they living in? Are you their financial PoA? Maybe it is possible to have some sort of contractual legal arrangement so that you're paid and it isn't seen as a gift? This is a better question for an elder law attorney/estate planner who is versed in Medicaid for their state.
Gifting could be counted against them if they needed a Medicaid bed at a facility in the 5 years prior to entering a facility. Go to and elder atty and set up payment the right way to avoid problems down the road.
check with an elder attorney. yes people can accepts gifts under $15,000 (concerning IRS) HOWEVER if they pay you by check and would need to go into a nursing home BEFORE 5 years is up, you might have to give back that money because NH feels that people give out money so that the NH won't get it. This is what the elder attorney told us when dad went into a NH. So double check for your area. wishing you luck.
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.
I also would think it depends on if they are competent or not.
Are you currently acting as their POA ? And is it POA for both Health and Financial affairs?
OK, just read your profile (should have done that sooner) and since you are taking a lot of time caring for them and you are transporting them to appointments they could pay you as a caregiver. I would have a contract written and detail what you are doing, what you will do and how much you charge per hour. Check with a few agencies in your area to come up with a $$ amount per hour. And you can also charge them for mileage. This would not be a gift and should not be a problem later on
I think the moral decision depends on how much it is. The legal decision definitely depends on how much.
I like the idea of them paying you for your help/services, and that way it isn't a gift.
Stick around.
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