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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.
Share a few details and we will match you to trusted home care in your area:
Yes, you can forego probate because you have a joint account with her. If you are getting different answers from people at the same bank, please fill out the paperwork for "transfer on death" (as protection for yourself since they seem a bit disorganized). TOD will ensure that you will receive full access to her account when she dies.
And, don't forget that anything can happen to you, too, so be sure to also put on file at the bank a beneficiary statement - if you die first, who do you want to help your mom while she's living and who do you want to take over her account when she dies?
This is the advice I received from the manager at my parents' bank. Good luck!
Manny - have you tried to close out the account? What happened at the bank?
All the $ is from the sale of the house, isn't it? Did you see if you could do the distribution of the $ via a Muniment of Title? Muniment is pretty inexpensive and simple if you meet the criteria to do a Muniment; and if allowed in your state; and you have a valid will to enter; and you are the named executor.
I've been executor twice and it was a % of the estate for the attorney's fees plus actual expenses. One was super easy and I know they made $ doing it; the other was a snake pit of time and no way they made a profit but hey if the law firm will do a % situation that's the chance they take. My mom is in a NH on Medicaid and has her home and when she dies, house will have to be dealt with. Assuming we get all the anticipated MERP exemptions done so that we get a release from MERP, I plan on doing a Muniment of Title to sell and distribute the $ from the house. Should run about 1K and 3 court appearances. I'm comfortable in a courthouse, so it can be a DIY project. Otherwise I'd get legal to do Muniment.
mannyputtputt, if you'll check your account, you'll find several answers to the question you've been asking. Sometimes they get lost off the end of the question section before you check again. You can check the answers on your account, however. They are not lost. Hope this helps.
If your name is on her bank account, and NOT just as POA, then you are co-owners of her money. It would be like you were in business with someone and you held a joint account. If one person should die, I don't see why that would be a problem. At least that's how I understand it. But if you still need the official word, go to the bank and ask. You can't be the only person who's ever asked that question.
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.
And, don't forget that anything can happen to you, too, so be sure to also put on file at the bank a beneficiary statement - if you die first, who do you want to help your mom while she's living and who do you want to take over her account when she dies?
This is the advice I received from the manager at my parents' bank. Good luck!
All the $ is from the sale of the house, isn't it? Did you see if you could do the distribution of the $ via a Muniment of Title? Muniment is pretty inexpensive and simple if you meet the criteria to do a Muniment; and if allowed in your state; and you have a valid will to enter; and you are the named executor.
I've been executor twice and it was a % of the estate for the attorney's fees plus actual expenses. One was super easy and I know they made $ doing it; the other was a snake pit of time and no way they made a profit but hey if the law firm will do a % situation that's the chance they take. My mom is in a NH on Medicaid and has her home and when she dies, house will have to be dealt with. Assuming we get all the anticipated MERP exemptions done so that we get a release from MERP, I plan on doing a Muniment of Title to sell and distribute the $ from the house. Should run about 1K and 3 court appearances. I'm comfortable in a courthouse, so it can be a DIY project. Otherwise I'd get legal to do Muniment.