Are you sure you want to exit? Your progress will be lost.
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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
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:
Sure. He can give you up to $14,000 in any one year tax free. Problem is that if he applies for Medicaid within five years of any such gift, Medicaid will expect those gifts to be paid back.
Here are some somewhat related answers and the sources:
He may be able to have legal access for himself to his mother's assets through his co-ownership of the assets; he may be able to compensate himself for expenses through the Durable Power of Attorney; and he may be able to make gifts through the Durable Power of Attorney.
In addition to your out-of-pocket expenses to manage and settle the estate, personal representatives usually earn a statutory fee of 2% - 4%of the probate estate. The percentage decreases as the size of the estate increases. The Court must approve all fees and expenses
My thoughts are that in good conscious you should reemburse your expenses. By agreeing to poa without asking for payment at the start you should not gift yourself without negotiations with him/er and heirs. You may pass the responsibility back, or to the court if an agreement cannot be accomplished. Simply be forthright and fair.
And if the gift isn't for yourself as payment then tread carefully. First can he afford it now and in the foreseeable future? Will you benefit? Are you absolutely certain he would approve and can you support it proof? Is it really a loan? Do all involved parties (him, heirs, attorney) agree. Can you clear it with the court beforehand? Example: Grandchild tuition, limited life expectancy, previous tuition gifts to the grands, OR: Personal real estate investment, looming hospital bills, not agreed upon by heirs.
Whether you're a DPOA or a court appointed guardian, your first duty is to do actions that ensure the elders financial security and health. Your paying yourself a "monetary gift" well that's kinda outside of their needs.
If you are a guardian, you have to fill out whatever forms required by the court to report your wards's status, the "gift" will have to be reported and the probate judge is not likely to be happy that you paid yourself first & foremost. If your DPOA, that has less oversight but IF they need to go into a NH and apply for Medicaid anytime in the next 5 years, that "gift" will become a transfer penalty that you will have to pay if you want them to stay in the NH.
Also if another family member doesn't like the "gift", they can contact SSA to request a review of the elders representative payee status….which means required reporting as to where funds went. SSA is proactive in wanting representative payee situations done too.
Are you attorney-in-fact under a Durable Power of Attorney and/or Guardian, or both?
What kind of gift did you have in mind?
Your profile states that your father has Alz/dementia. When did he grant you the DPOA authority?
Are you thinking that the monetary gift is compensation for your services?
More information is really needed to response to your question, especially if your father has limited funds and might eventually need Medicaid assistance.
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.
He may be able to have legal access for himself to his mother's assets through his co-ownership of the assets; he may be able to compensate himself for expenses through the Durable Power of Attorney; and he may be able to make gifts through the Durable Power of Attorney.
scscourt/self_help/probate/property/probate_overview.shtml#paid
In addition to your out-of-pocket expenses to manage and settle the estate, personal representatives usually earn a statutory fee of 2% - 4%of the probate estate. The percentage decreases as the size of the estate increases. The Court must approve all fees and expenses
My thoughts are that in good conscious you should reemburse your expenses. By agreeing to poa without asking for payment at the start you should not gift yourself without negotiations with him/er and heirs. You may pass the responsibility back, or to the court if an agreement cannot be accomplished. Simply be forthright and fair.
And if the gift isn't for yourself as payment then tread carefully. First can he afford it now and in the foreseeable future? Will you benefit? Are you absolutely certain he would approve and can you support it proof? Is it really a loan? Do all involved parties (him, heirs, attorney) agree. Can you clear it with the court beforehand? Example: Grandchild tuition, limited life expectancy, previous tuition gifts to the grands,
OR: Personal real estate investment, looming hospital bills, not agreed upon by heirs.
If you are a guardian, you have to fill out whatever forms required by the court to report your wards's status, the "gift" will have to be reported and the probate judge is not likely to be happy that you paid yourself first & foremost. If your DPOA, that has less oversight but IF they need to go into a NH and apply for Medicaid anytime in the next 5 years, that "gift" will become a transfer penalty that you will have to pay if you want them to stay in the NH.
Also if another family member doesn't like the "gift", they can contact SSA to request a review of the elders representative payee status….which means required reporting as to where funds went. SSA is proactive in wanting representative payee situations done too.
What kind of gift did you have in mind?
Your profile states that your father has Alz/dementia. When did he grant you the DPOA authority?
Are you thinking that the monetary gift is compensation for your services?
More information is really needed to response to your question, especially if your father has limited funds and might eventually need Medicaid assistance.