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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?
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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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Oh, and if you needs a Trust, it's even more vital to see an attorney. Not all attorneys draft Trusts. You need to confirm that the lawyer has expertise in the drafting of Trusts.
Helping a person draft a Will that you could potentially inherit from is a risky thing. It could be a problem. There are rules about holographic Wills. Don't take chances and then regret it when it's too late. It's worth the investment to have it done properly by an attorney.
well, I am going to go counter to the conventional wisdom, and say, no, you don't need a lawyer IF your assets are limited, you don't own a business, no 2nd homes, and there are no 2nd marriages, step-children, or disabled dependents. Or possibly other issues. Basically, if you are living in one home, have not many belongings or assets, and you have not much money in the bank (and it is all in one bank....), you probably can use the DIY trust, or even just a basic will. Best yet---leave everything to your favorite charity!
Yes. That's the best thing you could ever do! I had DPOA for my mom over a year now. My brother who lives in NJ (I'm in FL) has seen them once in 44 yrs tried to get her to revoke it. She said absolutely not. He then went to our attorney. I thought this was illegal???? My parents and I have since found another attorney and we did the living wills, DPOA, guardian, the transfer of their home, etc. All went well and I feel much better knowing that my brother cannot put them in a nursing home since they wish to stay together in their home as long as they can. Just be careful when picking one. As I stated, the first spoke to my brother and I feel she had no right to do that since I was the one that gave her over 1k and hired her.
Do you know why you want a trust for your mom? If you are working towards asset protection for Medicaid purposes, then I wouldn't just use any attorney, but an Elder Law Attorney who focuses on Estate Planning and Medicaid. Make sure you are very specific with the goals when you consult.
I have a friend who is an expert in Estate Planning and financial matters. He is very skeptical about the soundness of Trusts helping protect assets for people who are seeking Medicaid. He says it's quite risky to do that. Maybe, it depends on the state you are in. I would make sure you get competent legal advice in making those kind of decisions.
I assume that if you are considering a trust necessary, there are considerable assets. (Or the term 'trust' has been misused). If your Mom needs a trust, she needs an attorney.
If you go this route and present the will or trust documents after mom dies, you could find that the court will not accept them. That you cannot get Letters testamentary issued naming you as executor to do whatever in the will as will is not recognized as valid. If that happens, you will have to do a Lineal Heirship and you have to have an attorney do that (& if there are family conflicts doing lineal could be quite time consuming & costly).
Trusts have to be done just right. They really need speciality experienced legal.
I agree 100% with GardenArtist above. Do NOT tackle this yourself. One misplaced word could cause a nightmare later on.
In my early career I worked in a law office, and I would never ever draw up any legal documents myself. A Trust is a huge maze to travel, let an expert handle that.
Each State has different laws regarding estates/trusts and those laws are always in some type of change mode. I went to an Elder Law Attorney to draw up my Will, Revocable Trust, various POA's, Advance Medical Directive, Living Will, HIPPA, etc.
No lay person could possibly address all of the relevant issues of drafting estate planning documents, especially a trust. What kind of trust would you have? Revocable? Irrevocable? Do you know how to fund a trust? Do you know the specific language for conveyance of real property into a trust as well as the statutory reference addressing transfer tax? Do you know the purpose of a Bill of Sale for asset transfers? Can you figure out which assets would be subject to compressed rates? Do you know why IRAs should be considered differently than other assets?
This is not a job for someone w/o estate planning legal experience, and that includes me even with decades of legal experience. Despite how much I may think I know, there are always issues of importance that I was unaware of, because I haven't gone to law school or practiced as an attorney.
Do a lot of research to find a reputatable and experienced estate planning or elder law attorney (I prefer the broader estate planning practice).
Get an attorney!!!!!!!!! Every penny well spent! (Spend the extra for one that is recommended for estate planning.) There are many pitfalls, do not be tempted to do it yourself.
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 had DPOA for my mom over a year now. My brother who lives in NJ (I'm in FL) has seen them once in 44 yrs tried to get her to revoke it. She said absolutely not. He then went to our attorney. I thought this was illegal????
My parents and I have since found another attorney and we did the living wills, DPOA, guardian, the transfer of their home, etc. All went well and I feel much better knowing that my brother cannot put them in a nursing home since they wish to stay together in their home as long as they can. Just be careful when picking one. As I stated, the first spoke to my brother and I feel she had no right to do that since I was the one that gave her over 1k and hired her.
I have a friend who is an expert in Estate Planning and financial matters. He is very skeptical about the soundness of Trusts helping protect assets for people who are seeking Medicaid. He says it's quite risky to do that. Maybe, it depends on the state you are in. I would make sure you get competent legal advice in making those kind of decisions.
If you go this route and present the will or trust documents after mom dies, you could find that the court will not accept them. That you cannot get Letters testamentary issued naming you as executor to do whatever in the will as will is not recognized as valid. If that happens, you will have to do a Lineal Heirship and you have to have an attorney do that (& if there are family conflicts doing lineal could be quite time consuming & costly).
Trusts have to be done just right. They really need speciality experienced legal.
Pay now or pay later, either way you need legal.
In my early career I worked in a law office, and I would never ever draw up any legal documents myself. A Trust is a huge maze to travel, let an expert handle that.
Each State has different laws regarding estates/trusts and those laws are always in some type of change mode. I went to an Elder Law Attorney to draw up my Will, Revocable Trust, various POA's, Advance Medical Directive, Living Will, HIPPA, etc.
This is not a job for someone w/o estate planning legal experience, and that includes me even with decades of legal experience. Despite how much I may think I know, there are always issues of importance that I was unaware of, because I haven't gone to law school or practiced as an attorney.
Do a lot of research to find a reputatable and experienced estate planning or elder law attorney (I prefer the broader estate planning practice).