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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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As Barb says, what are her assets, who stands to inherit, which country are you in? Are there other children? What are the intestate laws where you live?
I am in Canada. If there is only a spouse to inherit, then Registered accounts and a principal residence can roll over to the other spouse tax free. But cannot roll over to a child, tax free in most cases. If a bank account is help jointly with a child, it will go to the child in most cases, but recently there was a Supreme Court decision that over turned a beneficiary designation on a registered account.
I am an advocate for having a will if the parent is mentally competent to have one professionally prepared.
My brother had a trust and he had POD accounts. I can certainly tell you what was EASIEST. POD you walk right in the bank with your death certificate for the deceased and the money is YOURS at once. Trusts. Not so much. More work. Wills must be probated. If you are dealing with simple bank accounts and CDs I sure do recommend, after this last year, POD where feasible. BUT a big BUT here....banks do not have to notify the beneficiary. If the beneficiary is not aware they are listed on a bank account then they may not know to collect it and the bank may never notify them. The account can eventually get turned over to the state as lost money. So any time Mom makes someone POD on an account she should send the information to the beneficiary in a simple letter and copy of the CD or account. ie "This is yours when I die, so be sure to get yourself to the bank and get it". When my brother died he had an account he left POD to an ex partner, for instance. Had I not notified the fiduciary of this man (who was himself not entirely competent anymore), then this account would just have sat there and sat there, if you see what I mean. I was Trustee of my bro's Trust. I knew all his assets. But this account was POD; and the bank would have done nothing about this. In fact they TOLD me they would have done nothing about it. Eventually I am sure that the IRS would have wanted to track down the beneficiary, but this man no longer even got mail, so how would they have done so? Folks, check those lost money account things for your state. Maybe you have money out there.
This is a question that you should be asking a certified elder law attorney (www.nelf.org) to ensure that you are not in for any surprise at the time of her death.
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.
Brokerage, bank and retirement accounts can have pod beneficieries. Does she own a home? That can be more cpmplicated.
I am in Canada. If there is only a spouse to inherit, then Registered accounts and a principal residence can roll over to the other spouse tax free. But cannot roll over to a child, tax free in most cases. If a bank account is help jointly with a child, it will go to the child in most cases, but recently there was a Supreme Court decision that over turned a beneficiary designation on a registered account.
I am an advocate for having a will if the parent is mentally competent to have one professionally prepared.
When my brother died he had an account he left POD to an ex partner, for instance. Had I not notified the fiduciary of this man (who was himself not entirely competent anymore), then this account would just have sat there and sat there, if you see what I mean. I was Trustee of my bro's Trust. I knew all his assets. But this account was POD; and the bank would have done nothing about this. In fact they TOLD me they would have done nothing about it. Eventually I am sure that the IRS would have wanted to track down the beneficiary, but this man no longer even got mail, so how would they have done so? Folks, check those lost money account things for your state. Maybe you have money out there.