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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?
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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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Your mom can sign up to $5.6 million over to you before she dies without either of you paying taxes on the gift. If she gives over $14,000 in a single year she's supposed to file a form withthe IRS so they can know when or if the 5.6 million is exceeded. The 5.6 million and 14,000 amounts just increased--you can find the exact numbers on the internet or through a CPA.
My mother gifted a condo to a relative in 2017 and was terrified of possible tax consequences so we thoroughly checked it out with a CPA. I believe she used a quit claim deed and it took her a day at the courthouse to sign and record--we live in a busy area. If there was a Medicare look-back situation within five years the condo gift could be pulled back. But that's not likely to happen because she has enough assets remaining for a nursing home and would probably will herself to die before going into one.
If you used the Ladybird deed others mention, her name would still be on the house until she dies. If it's deeded to you alone it can't be liened for her debts unless there's a medicare look back scenario.
Why don't your my do a "Ladybird Deed' this way her name is first on the deed & she still owns the house, which means she can sell it if she wants to without you having any say; however, your name is on the secondary, which means the house will not go through probate. Upon her death you just register her death certificate & the house goes into your name.
This is what my mother had done. In my state I do not have to pay any estate tax or anything.
I don't think your mom should just sign her house over to you because of Medicaid 5 year look back rule.
You have Mom has ALZ/Dementia. This diagnosis will keep her from being able to sign the house over. She is competent to sign a legal document. If this is done within the Medicaid five year look back, the house will revert back to her as an asset that can be used to sell for her care.
Your post has two different & conflicting terms.... In order for someone to “sign over” real property (home, land, cars) they need to actually own it in full with no liens on it. So no mortgage, no securtized lending on it. The property gets titled to your name and goes through whatever systems your state has for real property and filed at the courthouse. Mom can do this with you right now if she wanted to.
In order to “inherit at death”, that’s different and that means she as per her valid will, it has you as the beneficiary of a specific asset of her Estate, which would be her house. The distribution of the terms of the Will goes through a probate process. If all she had was the house, it could be a simple small estates affidavit that’s filed.
HOWEVER, if any of this is being considered to possibly get around a Medicaid lookback, or Medicaid estate recovery, that is imho not a DIY project and needs an elder law attorney consulting before mom does anything. Medicaid has a 5 year lookback on applications
Your ? Is Under “fraud & scans” is there a reason why this category?
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.
My mother gifted a condo to a relative in 2017 and was terrified of possible tax consequences so we thoroughly checked it out with a CPA. I believe she used a quit claim deed and it took her a day at the courthouse to sign and record--we live in a busy area. If there was a Medicare look-back situation within five years the condo gift could be pulled back. But that's not likely to happen because she has enough assets remaining for a nursing home and would probably will herself to die before going into one.
If you used the Ladybird deed others mention, her name would still be on the house until she dies. If it's deeded to you alone it can't be liened for her debts unless there's a medicare look back scenario.
This is what my mother had done. In my state I do not have to pay any estate tax or anything.
I don't think your mom should just sign her house over to you because of Medicaid 5 year look back rule.
Talk to Elder Lawyer before doing anything.
In order for someone to “sign over” real property (home, land, cars) they need to actually own it in full with no liens on it. So no mortgage, no securtized lending on it. The property gets titled to your name and goes through whatever systems your state has for real property and filed at the courthouse. Mom can do this with you right now if she wanted to.
In order to “inherit at death”, that’s different and that means she as per her valid will, it has you as the beneficiary of a specific asset of her Estate, which would be her house. The distribution of the terms of the Will goes through a probate process. If all she had was the house, it could be a simple small estates affidavit that’s filed.
HOWEVER, if any of this is being considered to possibly get around a Medicaid lookback, or Medicaid estate recovery, that is imho not a DIY project and needs an elder law attorney consulting before mom does anything. Medicaid has a 5 year lookback on applications
Your ? Is Under “fraud & scans” is there a reason why this category?