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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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I consent to the collection of my consumer health data.*
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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:
Rent isn't, but the caregiving portion of expenses is. However you must meet the government's bar and that is very high. This is a time for a visit to CPA as this is a big money question, not one you can leave to a forum of strangers. Get expert help with this question. And google "What portion of memory care costs are tax deductible " online. You will come up with lots of info.
I believe that it's considered as renters credit and you should receive a certificate of rent paid (CRP). Unfortunately, you don't get much money back. There's a huge amount of money that you spend during the year but you can only expect a couple of thousand or so back. There's a maximum limit for each state.
A portion of the fee at an AL is not room and board since care is involved. The facility should provide a statement of the percentage breakdown that is considered room and board. Unfortunately, from my experience as an AARP tax aide volunteer not all places do provide this breakdown routinely in their billing statements so you may have to prod them. If you itemize deductions, you can only include medical expenses that exceed 7.5% of the person's income. The care portion of the ALF fees plus other medical expenses need to be high enough to warrant itemizing. Generally once one is in AL other itemized deductions such as state taxes, mortgage interest, and charitable donations are no longer present if filing single. However, for a married couple filing jointly it may well be worth itemizing if medical expenses are high and there are other things to itemize. The standard deduction for a couple filing jointly if both are 65 or older is $30,700. So your itemized deductions would have to be over that to make it worth itemizing. My brother in law is in a nursing home (SNF) and his charges are fully deductible (i.e., all charges that exceed 7.5% of his income). Because he has only social security and 2 small pensions, on paper in the eyes of the IRS he has negative income once you subtract out his itemized deductions.
Assisted living fees are deductible as medical expenses if they exceed 7.5% of the income AND if there is a plan of care in place signed off by a doctor, PA, NP. Generally a person qualifies if they are not able to do 2 ADLs or more by themselves.
For deductions, the facility should send a statement with the percentage of care that is deductible. This is a complex issue and some CPAs or enrolled agents are not aware of it.
This isnt The best link but it should get you started: https://www.aplaceformom.com/caregiver-resources/articles/assisted-living-tax-deductible
Yes, my CPA said AL fees are deductuble if there is a "plan of care" by a doctor in place for the resident. Consult a knowlegeable CPA. Not everyone is. The AL should provide you with a letter or statement telling you what percentages or amounts may be deductible based on your tax situation. My Mother's entire AL expenses were tax deductible.
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.
For deductions, the facility should send a statement with the percentage of care that is deductible. This is a complex issue and some CPAs or enrolled agents are not aware of it.
This isnt The best link but it should get you started:
https://www.aplaceformom.com/caregiver-resources/articles/assisted-living-tax-deductible